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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,823 | $142,392+50.9% | $119,622+79.6% | $134,532+59.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.21% | -12.46%-7.8pp | -14.98%-5.2pp | 418.27%-438.5pp |
| Employer contribution / active EE | $19,500 | $5,224+273.3% | $4,232+360.8% | $4,741+311.3% |
| Participant deferral / active EE | $16,667 | $6,467+157.7% | $5,601+197.6% | $6,401+160.4% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |