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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 | $129,115 | $217,432-40.6% | $185,851-30.5% | $167,553-22.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | -25.86% | 148.43%-174.3pp | 122.11%-148.0pp | 478.89%-504.8pp |
| Employer contribution / active EE | $29,458 | $5,874+401.5% | $5,168+469.9% | $4,840+508.7% |
| Participant deferral / active EE | $17,333 | $6,357+172.7% | $5,569+211.3% | $6,343+173.3% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |