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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 | $73,468 | $69,518+5.7% | $59,887+22.7% | $135,379-45.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -11.72% | 7.95%-19.7pp | 3.46%-15.2pp | 519.79%-531.5pp |
| Employer contribution / active EE | $9,632 | $3,235+197.8% | $2,722+253.8% | $4,779+101.6% |
| Participant deferral / active EE | $4,606 | $4,204+9.5% | $3,402+35.4% | $5,609-17.9% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,591-100.0% | $10,828-100.0% |