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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 | $79,121 | $158,852-50.2% | $121,220-34.7% | $135,380-41.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -12.08% | -0.64%-11.4pp | 16.94%-29.0pp | 519.81%-531.9pp |
| Employer contribution / active EE | $12,465 | $5,666+120.0% | $4,023+209.9% | $4,779+160.8% |
| Participant deferral / active EE | $12,383 | $4,006+209.1% | $3,345+270.2% | $5,609+120.8% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |