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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 | $55,424 | $147,167-62.3% | $111,392-50.2% | $135,380-59.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -15.25% | -4.44%-10.8pp | -2.06%-13.2pp | 519.81%-535.1pp |
| Employer contribution / active EE | $6,000 | $5,204+15.3% | $4,328+38.6% | $4,779+25.6% |
| Participant deferral / active EE | $24,000 | $6,565+265.6% | $5,567+331.1% | $5,609+327.9% |
| Admin fee / account holder | $0 | $20,270-100.0% | $12,266-100.0% | $10,828-100.0% |