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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 | $228,177 | $95,915+137.9% | $79,580+186.7% | $134,532+69.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -21.27% | -2.71%-18.6pp | 0.15%-21.4pp | 418.27%-439.5pp |
| Employer contribution / active EE | $6,063 | $3,129+93.8% | $2,413+151.2% | $4,741+27.9% |
| Participant deferral / active EE | $8,278 | $4,693+76.4% | $3,985+107.7% | $6,401+29.3% |
| Admin fee / account holder | $24 | $9,132-99.7% | $6,835-99.7% | $11,429-99.8% |