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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 | $123,141 | $140,592-12.4% | $123,1050% | $125,389-1.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -17.07% | 16.80%-33.9pp | 13.22%-30.3pp | 282.24%-299.3pp |
| Employer contribution / active EE | $14,867 | $6,041+146.1% | $5,151+188.6% | $4,866+205.5% |
| Participant deferral / active EE | $11,200 | $6,980+60.5% | $6,229+79.8% | $5,352+109.3% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |