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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 | $33,472 | $140,578-76.2% | $100,671-66.8% | $125,389-73.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -6.37% | 24.67%-31.0pp | 20.43%-26.8pp | 282.24%-288.6pp |
| Employer contribution / active EE | $10,238 | $5,965+71.6% | $4,012+155.2% | $4,866+110.4% |
| Participant deferral / active EE | $9,166 | $3,981+130.2% | $3,144+191.6% | $5,352+71.3% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,541-100.0% |