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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 | $54,019 | $72,273-25.3% | $101,275-46.7% | $79,856-32.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -28.62% | 22.30%-50.9pp | 46.48%-75.1pp | 31.71%-60.3pp |
| Employer contribution / active EE | $19,477 | $2,691+623.7% | $3,660+432.2% | $2,471+688.2% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $131 | $4,401-97.0% | $5,948-97.8% | $5,306-97.5% |