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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 | $82,594 | $176,838-53.3% | $146,685-43.7% | $167,518-50.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | -11.25% | 24.04%-35.3pp | 22.75%-34.0pp | 478.71%-490.0pp |
| Employer contribution / active EE | $1,922 | $5,161-62.8% | $4,137-53.5% | $4,838-60.3% |
| Participant deferral / active EE | $17,333 | $6,441+169.1% | $5,507+214.8% | $6,342+173.3% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,312-100.0% |