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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 | $225,752 | $142,392+58.5% | $119,622+88.7% | $134,532+67.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -23.70% | -12.46%-11.2pp | -14.98%-8.7pp | 418.27%-442.0pp |
| Employer contribution / active EE | $23,551 | $5,224+350.8% | $4,232+456.5% | $4,741+396.7% |
| Participant deferral / active EE | $13,841 | $6,467+114.0% | $5,601+147.1% | $6,401+116.2% |
| Admin fee / account holder | $10 | $13,593-99.9% | $10,328-99.9% | $11,429-99.9% |