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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 | $40,541 | $215,361-81.2% | $171,082-76.3% | $273,972-85.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | -1.63% | 25.14%-26.8pp | 32.56%-34.2pp | 41.46%-43.1pp |
| Employer contribution / active EE | $4,153 | $4,967-16.4% | $4,002+3.8% | $4,869-14.7% |
| Participant deferral / active EE | $12,047 | $5,543+117.3% | $4,797+151.1% | $5,287+127.9% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |