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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 | $44,830 | $211,946-78.8% | $169,452-73.5% | $135,379-66.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -14.69% | 3.26%-18.0pp | 1.83%-16.5pp | 519.79%-534.5pp |
| Employer contribution / active EE | $11,894 | $5,117+132.4% | $4,157+186.1% | $4,779+148.9% |
| Participant deferral / active EE | $9,537 | $6,075+57.0% | $5,277+80.7% | $5,609+70.0% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |