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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 | $135,055 | $133,981+0.8% | $112,249+20.3% | $134,532+0.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -22.40% | 47.16%-69.6pp | 27.48%-49.9pp | 418.27%-440.7pp |
| Employer contribution / active EE | $14,533 | $4,040+259.7% | $3,636+299.7% | $4,741+206.5% |
| Participant deferral / active EE | $10,800 | $5,292+104.1% | $4,729+128.4% | $6,401+68.7% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |