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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 | $78,698 | $113,941-30.9% | $94,228-16.5% | $125,388-37.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -8.80% | 5.29%-14.1pp | 10.68%-19.5pp | 282.24%-291.0pp |
| Employer contribution / active EE | $31,100 | $4,727+557.9% | $3,587+767.1% | $4,866+539.1% |
| Participant deferral / active EE | $11,730 | $5,179+126.5% | $4,320+171.5% | $5,352+119.2% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |