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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 | $26,881 | $99,032-72.9% | $80,022-66.4% | $135,380-80.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -11.75% | 15.39%-27.1pp | 11.22%-23.0pp | 519.81%-531.6pp |
| Employer contribution / active EE | $10,727 | $3,043+252.5% | $2,468+334.7% | $4,779+124.5% |
| Participant deferral / active EE | $6,999 | $4,282+63.5% | $3,686+89.9% | $5,609+24.8% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,828-100.0% |