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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 | $140,823 | $167,533-15.9% | $151,645-7.1% | $134,545+4.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -30.83% | 7.81%-38.6pp | 3.34%-34.2pp | 418.37%-449.2pp |
| Employer contribution / active EE | $2,183 | $6,828-68.0% | $6,165-64.6% | $4,742-54.0% |
| Participant deferral / active EE | $18,000 | $8,985+100.3% | $8,363+115.2% | $6,401+181.2% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |