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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 | $129,610 | $133,981-3.3% | $112,249+15.5% | $134,532-3.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -23.60% | 47.16%-70.8pp | 27.48%-51.1pp | 418.27%-441.9pp |
| Employer contribution / active EE | $28,875 | $4,040+614.8% | $3,636+694.1% | $4,741+509.0% |
| Participant deferral / active EE | $18,560 | $5,292+250.7% | $4,729+292.5% | $6,401+190.0% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |