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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 | $174,900 | $129,960+34.6% | $104,299+67.7% | $134,545+30.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -22.27% | 42.06%-64.3pp | 24.62%-46.9pp | 418.37%-440.6pp |
| Employer contribution / active EE | $3,616 | $4,186-13.6% | $3,373+7.2% | $4,742-23.7% |
| Participant deferral / active EE | $5,424 | $5,589-3.0% | $4,626+17.3% | $6,401-15.3% |
| Admin fee / account holder | $0 | $9,324-100.0% | $7,339-100.0% | $11,431-100.0% |