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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 | $113,505 | $167,522-32.2% | $151,639-25.1% | $134,532-15.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -26.60% | 7.81%-34.4pp | 3.34%-29.9pp | 418.27%-444.9pp |
| Employer contribution / active EE | $9,855 | $6,828+44.3% | $6,165+59.8% | $4,741+107.9% |
| Participant deferral / active EE | $10,469 | $8,986+16.5% | $8,363+25.2% | $6,401+63.6% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |