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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 | $125,952 | $82,288+53.1% | $68,794+83.1% | $134,509-6.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -21.98% | -2.19%-19.8pp | -6.37%-15.6pp | 418.13%-440.1pp |
| Employer contribution / active EE | $40,920 | $3,301+1139.7% | $2,656+1440.9% | $4,741+763.2% |
| Participant deferral / active EE | $9,795 | $4,738+106.7% | $3,941+148.5% | $6,400+53.0% |
| Admin fee / account holder | $0 | $6,482-100.0% | $4,934-100.0% | $11,427-100.0% |