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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 | $32,269 | $84,518-61.8% | $67,704-52.3% | $125,389-74.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -6.11% | 2.57%-8.7pp | 25.41%-31.5pp | 282.24%-288.4pp |
| Employer contribution / active EE | $18,770 | $3,292+470.1% | $2,559+633.4% | $4,866+285.7% |
| Participant deferral / active EE | $12,000 | $4,430+170.9% | $3,585+234.7% | $5,352+124.2% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,541-100.0% |