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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 | $70,485 | $135,956-48.2% | $123,894-43.1% | $273,972-74.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -26.44% | 56.63%-83.1pp | 47.52%-74.0pp | 41.46%-67.9pp |
| Employer contribution / active EE | $12,000 | $5,170+132.1% | $4,617+159.9% | $4,869+146.5% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |