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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 | $52,937 | $167,522-68.4% | $151,639-65.1% | $134,532-60.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -43.43% | 7.81%-51.2pp | 3.34%-46.8pp | 418.27%-461.7pp |
| Employer contribution / active EE | $3,965 | $6,828-41.9% | $6,165-35.7% | $4,741-16.4% |
| Participant deferral / active EE | $10,284 | $8,986+14.4% | $8,363+23.0% | $6,401+60.7% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |