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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 | $27,981 | $153,311-81.7% | $109,313-74.4% | $273,972-89.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | -100.00% | 29.86%-129.9pp | 22.07%-122.1pp | 41.46%-141.5pp |
| Employer contribution / active EE | $5,800 | $5,619+3.2% | $3,892+49.0% | $4,869+19.1% |
| Participant deferral / active EE | $36,172 | $3,932+819.9% | $3,166+1042.3% | $5,287+584.1% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |