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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 | $127,265 | $97,125+31.0% | $86,233+47.6% | $137,256-7.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | -21.98% | 74.19%-96.2pp | 61.39%-83.4pp | 220.34%-242.3pp |
| Employer contribution / active EE | $9,409 | $2,841+231.2% | $2,504+275.7% | $4,156+126.4% |
| Participant deferral / active EE | $7,107 | $5,180+37.2% | $4,559+55.9% | $6,407+10.9% |
| Admin fee / account holder | $250 | $9,725-97.4% | $8,342-97.0% | $12,270-98.0% |