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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 | $32,764 | $127,387-74.3% | $115,038-71.5% | $125,389-73.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -16.49% | 31.28%-47.8pp | 26.14%-42.6pp | 282.24%-298.7pp |
| Employer contribution / active EE | $2,742 | $5,166-46.9% | $4,608-40.5% | $4,866-43.7% |
| Participant deferral / active EE | $9,583 | $6,423+49.2% | $6,026+59.0% | $5,352+79.1% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |