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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 | $123,646 | $95,917+28.9% | $79,583+55.4% | $134,545-8.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -21.24% | -2.70%-18.5pp | 0.16%-21.4pp | 418.37%-439.6pp |
| Employer contribution / active EE | $14,221 | $3,129+354.5% | $2,414+489.2% | $4,742+199.9% |
| Participant deferral / active EE | $12,807 | $4,694+172.8% | $3,986+221.3% | $6,401+100.1% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |