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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 | $55,549 | $77,449-28.3% | $69,483-20.1% | $152,909-63.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | -6.47% | 39.09%-45.6pp | 28.99%-35.5pp | 345.46%-351.9pp |
| Employer contribution / active EE | $2,988 | $3,316-9.9% | $2,780+7.5% | $4,764-37.3% |
| Participant deferral / active EE | $3,115 | $4,415-29.4% | $3,537-11.9% | $5,851-46.8% |
| Admin fee / account holder | $0 | $6,210-100.0% | $3,841-100.0% | $11,601-100.0% |