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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 | $84,676 | $211,946-60.0% | $169,452-50.0% | $135,380-37.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.35% | 3.26%-13.6pp | 1.83%-12.2pp | 519.81%-530.2pp |
| Employer contribution / active EE | $7,425 | $5,117+45.1% | $4,157+78.6% | $4,779+55.4% |
| Participant deferral / active EE | $12,333 | $6,075+103.0% | $5,277+133.7% | $5,609+119.9% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |