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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 | $29,976 | $99,032-69.7% | $80,022-62.5% | $135,380-77.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -15.27% | 15.39%-30.7pp | 11.22%-26.5pp | 519.81%-535.1pp |
| Employer contribution / active EE | $10,305 | $3,043+238.6% | $2,468+317.5% | $4,779+115.6% |
| Participant deferral / active EE | $6,444 | $4,282+50.5% | $3,686+74.8% | $5,609+14.9% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,828-100.0% |