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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 | $246,661 | $95,915+157.2% | $79,580+210.0% | $134,532+83.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -20.92% | -2.71%-18.2pp | 0.15%-21.1pp | 418.27%-439.2pp |
| Employer contribution / active EE | $17,136 | $3,129+447.7% | $2,413+610.0% | $4,741+261.4% |
| Participant deferral / active EE | $17,583 | $4,693+274.6% | $3,985+341.2% | $6,401+174.7% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,429-100.0% |