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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 | $222,791 | $112,300+98.4% | $90,223+146.9% | $125,389+77.7% |
| Participation rate | 91.7% | 82.9%+8.8pp | 79.0%+12.6pp | 83.2%+8.5pp |
| Annual return | -11.12% | -0.57%-10.5pp | 1.31%-12.4pp | 282.24%-293.4pp |
| Employer contribution / active EE | $23,253 | $5,181+348.8% | $4,378+431.1% | $4,866+377.9% |
| Participant deferral / active EE | $0 | $6,733-100.0% | $5,792-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $10,990-100.0% | $7,406-100.0% | $9,541-100.0% |