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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 | $46,467 | $153,311-69.7% | $109,313-57.5% | $273,972-83.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | -2.20% | 29.86%-32.1pp | 22.07%-24.3pp | 41.46%-43.7pp |
| Employer contribution / active EE | $11,486 | $5,619+104.4% | $3,892+195.1% | $4,869+135.9% |
| Participant deferral / active EE | $5,102 | $3,932+29.7% | $3,166+61.1% | $5,287-3.5% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |