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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 | $116,298 | $103,949+11.9% | $69,182+68.1% | $273,972-57.6% |
| Participation rate | 90.9% | 67.4%+23.5pp | 55.1%+35.8pp | 83.0%+7.9pp |
| Annual return | -10.19% | 35.28%-45.5pp | -21.93%+11.7pp | 41.46%-51.6pp |
| Employer contribution / active EE | $11,364 | $1,783+537.3% | $1,206+842.1% | $4,869+133.4% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,897-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |