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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 | $116,772 | $110,379+5.8% | $102,412+14.0% | $145,884-20.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | -15.87% | 24.84%-40.7pp | 24.94%-40.8pp | 551.85%-567.7pp |
| Employer contribution / active EE | $22,582 | $4,216+435.6% | $3,870+483.5% | $4,662+384.3% |
| Participant deferral / active EE | $12,420 | $5,622+120.9% | $5,060+145.4% | $6,690+85.7% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |