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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 | $41,258 | $78,694-47.6% | $67,652-39.0% | $125,389-67.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -4.31% | 9.46%-13.8pp | 6625.40%-6629.7pp | 282.24%-286.5pp |
| Employer contribution / active EE | $21,519 | $3,044+607.0% | $2,266+849.8% | $4,866+342.2% |
| Participant deferral / active EE | $16,000 | $4,292+272.8% | $3,560+349.5% | $5,352+199.0% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |