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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 | $246,617 | $167,522+47.2% | $151,639+62.6% | $134,532+83.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -26.17% | 7.81%-34.0pp | 3.34%-29.5pp | 418.27%-444.4pp |
| Employer contribution / active EE | $19,167 | $6,828+180.7% | $6,165+210.9% | $4,741+304.3% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |