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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 | $52,531 | $97,020-45.9% | $83,322-37.0% | $135,379-61.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.05% | 12.31%-22.4pp | 10.64%-20.7pp | 519.79%-529.8pp |
| Employer contribution / active EE | $2,983 | $4,144-28.0% | $3,379-11.7% | $4,779-37.6% |
| Participant deferral / active EE | $6,595 | $5,964+10.6% | $5,565+18.5% | $5,609+17.6% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |