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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 | $121,602 | $167,504-27.4% | $151,628-19.8% | $134,509-9.6% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -26.51% | 7.81%-34.3pp | 3.34%-29.8pp | 418.13%-444.6pp |
| Employer contribution / active EE | $23,406 | $6,828+242.8% | $6,165+279.7% | $4,741+393.7% |
| Participant deferral / active EE | $15,205 | $8,985+69.2% | $8,363+81.8% | $6,400+137.6% |
| Admin fee / account holder | $0 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |