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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 | $128,045 | $101,618+26.0% | $93,063+37.6% | $137,256-6.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | -6.68% | 223.95%-230.6pp | 34.15%-40.8pp | 220.34%-227.0pp |
| Employer contribution / active EE | $7,395 | $2,707+173.1% | $2,476+198.6% | $4,156+77.9% |
| Participant deferral / active EE | $17,337 | $4,279+305.1% | $3,958+338.0% | $6,407+170.6% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |