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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 | $117,857 | $211,288-44.2% | $178,540-34.0% | $145,884-19.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -0.14% | 30.27%-30.4pp | 27.15%-27.3pp | 551.85%-552.0pp |
| Employer contribution / active EE | $69,000 | $4,574+1408.6% | $3,953+1645.6% | $4,662+1380.0% |
| Participant deferral / active EE | $7,500 | $6,967+7.7% | $6,281+19.4% | $6,690+12.1% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |