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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 | $119,166 | $127,273-6.4% | $109,895+8.4% | $167,518-28.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | -8.23% | 22.97%-31.2pp | 29.46%-37.7pp | 478.71%-486.9pp |
| Employer contribution / active EE | $10,471 | $3,324+215.0% | $2,843+268.2% | $4,838+116.4% |
| Participant deferral / active EE | $6,500 | $4,515+43.9% | $4,049+60.5% | $6,342+2.5% |
| Admin fee / account holder | $0 | $7,117-100.0% | $6,067-100.0% | $12,312-100.0% |