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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 | $49,019 | $167,504-70.7% | $151,628-67.7% | $134,509-63.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -30.00% | 7.81%-37.8pp | 3.34%-33.3pp | 418.13%-448.1pp |
| Employer contribution / active EE | $4,886 | $6,828-28.4% | $6,165-20.7% | $4,741+3.1% |
| Participant deferral / active EE | $8,223 | $8,985-8.5% | $8,363-1.7% | $6,400+28.5% |
| Admin fee / account holder | $3 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |