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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 | $127,202 | $152,591-16.6% | $117,529+8.2% | $134,545-5.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -21.94% | 53.04%-75.0pp | 29.77%-51.7pp | 418.37%-440.3pp |
| Employer contribution / active EE | $14,016 | $5,576+151.4% | $4,179+235.4% | $4,742+195.6% |
| Participant deferral / active EE | $12,505 | $4,821+159.4% | $4,072+207.1% | $6,401+95.3% |
| Admin fee / account holder | $228 | $7,004-96.7% | $5,645-96.0% | $11,431-98.0% |