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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 | $52,331 | $105,623-50.5% | $87,502-40.2% | $273,972-80.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | -1.75% | 12.26%-14.0pp | 12.21%-14.0pp | 41.46%-43.2pp |
| Employer contribution / active EE | $10,923 | $3,141+247.8% | $2,550+328.4% | $4,869+124.4% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |