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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 | $55,660 | $113,941-51.1% | $94,229-40.9% | $125,389-55.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -10.93% | 5.29%-16.2pp | 10.68%-21.6pp | 282.24%-293.2pp |
| Employer contribution / active EE | $5,000 | $4,727+5.8% | $3,587+39.4% | $4,866+2.8% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |