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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 | $29,488 | $140,578-79.0% | $100,671-70.7% | $125,389-76.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -4.70% | 24.67%-29.4pp | 20.43%-25.1pp | 282.24%-286.9pp |
| Employer contribution / active EE | $9,813 | $5,965+64.5% | $4,012+144.6% | $4,866+101.7% |
| Participant deferral / active EE | $6,050 | $3,981+52.0% | $3,144+92.4% | $5,352+13.0% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,541-100.0% |