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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 | $104,712 | $183,516-42.9% | $155,534-32.7% | $145,884-28.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -41.03% | 61.43%-102.5pp | 64.92%-105.9pp | 551.85%-592.9pp |
| Employer contribution / active EE | $11,018 | $5,315+107.3% | $4,675+135.7% | $4,662+136.3% |
| Participant deferral / active EE | $12,381 | $6,467+91.5% | $5,630+119.9% | $6,690+85.1% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |