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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 | $31,781 | $97,027-67.2% | $83,323-61.9% | $135,382-76.5% |
| Participation rate | 83.3% | 80.4%+2.9pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -16.56% | 12.31%-28.9pp | 10.63%-27.2pp | 519.77%-536.3pp |
| Employer contribution / active EE | $5,717 | $4,143+38.0% | $3,379+69.2% | $4,779+19.6% |
| Participant deferral / active EE | $9,218 | $5,964+54.5% | $5,565+65.6% | $5,609+64.3% |
| Admin fee / account holder | $0 | $8,427-100.0% | $7,539-100.0% | $10,829-100.0% |