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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 | $58,529 | $228,395-74.4% | $185,861-68.5% | $158,982-63.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -13.31% | 40.82%-54.1pp | 35.96%-49.3pp | 302.99%-316.3pp |
| Employer contribution / active EE | $11,565 | $4,968+132.8% | $4,088+182.9% | $4,763+142.8% |
| Participant deferral / active EE | $21,000 | $6,417+227.2% | $5,634+272.7% | $5,983+251.0% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |