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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 | $42,136 | $158,852-73.5% | $121,220-65.2% | $135,380-68.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -11.18% | -0.64%-10.5pp | 16.94%-28.1pp | 519.81%-531.0pp |
| Employer contribution / active EE | $10,044 | $5,666+77.3% | $4,023+149.7% | $4,779+110.2% |
| Participant deferral / active EE | $11,425 | $4,006+185.2% | $3,345+241.5% | $5,609+103.7% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |