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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 | $39,916 | $167,533-76.2% | $151,645-73.7% | $134,545-70.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.37% | 7.81%-30.2pp | 3.34%-25.7pp | 418.37%-440.7pp |
| Employer contribution / active EE | $2,964 | $6,828-56.6% | $6,165-51.9% | $4,742-37.5% |
| Participant deferral / active EE | $12,196 | $8,985+35.7% | $8,363+45.8% | $6,401+90.5% |
| Admin fee / account holder | $16 | $13,781-99.9% | $11,614-99.9% | $11,431-99.9% |