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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 | $80,074 | $94,529-15.3% | $140,019-42.8% | $64,181+24.8% |
| Participation rate | 93.8% | 84.1%+9.7pp | 87.5%+6.3pp | 69.6%+24.2pp |
| Annual return | -9.90% | 7.77%-17.7pp | 651.15%-661.1pp | 7.63%-17.5pp |
| Employer contribution / active EE | $9,338 | $3,812+144.9% | $5,605+66.6% | $2,381+292.2% |
| Participant deferral / active EE | $18,447 | $5,250+251.4% | $6,927+166.3% | $3,470+431.7% |
| Admin fee / account holder | $0 | $6,741-100.0% | $10,705-100.0% | $4,887-100.0% |