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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 | $28,726 | $167,522-82.9% | $151,639-81.1% | $134,532-78.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -28.66% | 7.81%-36.5pp | 3.34%-32.0pp | 418.27%-446.9pp |
| Employer contribution / active EE | $3,843 | $6,828-43.7% | $6,165-37.7% | $4,741-18.9% |
| Participant deferral / active EE | $14,600 | $8,986+62.5% | $8,363+74.6% | $6,401+128.1% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |