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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 | $109,754 | $82,324+33.3% | $68,803+59.5% | $134,545-18.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -22.48% | -2.17%-20.3pp | -6.37%-16.1pp | 418.37%-440.8pp |
| Employer contribution / active EE | $6,500 | $3,302+96.9% | $2,656+144.7% | $4,742+37.1% |
| Participant deferral / active EE | $13,667 | $4,740+188.3% | $3,942+246.7% | $6,401+113.5% |
| Admin fee / account holder | $0 | $6,485-100.0% | $4,936-100.0% | $11,431-100.0% |