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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 | $81,259 | $126,661-35.8% | $113,397-28.3% | $138,895-41.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | -38.24% | 25.05%-63.3pp | 23.20%-61.4pp | 145.39%-183.6pp |
| Employer contribution / active EE | $3,963 | $3,456+14.7% | $2,977+33.1% | $4,194-5.5% |
| Participant deferral / active EE | $10,558 | $5,693+85.5% | $5,076+108.0% | $6,396+65.1% |
| Admin fee / account holder | $0 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |