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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 | $41,863 | $167,504-75.0% | $151,628-72.4% | $134,509-68.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -33.52% | 7.81%-41.3pp | 3.34%-36.9pp | 418.13%-451.7pp |
| Employer contribution / active EE | $8,387 | $6,828+22.8% | $6,165+36.0% | $4,741+76.9% |
| Participant deferral / active EE | $16,983 | $8,985+89.0% | $8,363+103.1% | $6,400+165.4% |
| Admin fee / account holder | $212 | $13,779-98.5% | $11,613-98.2% | $11,427-98.1% |