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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 | $31,302 | $113,941-72.5% | $94,229-66.8% | $125,389-75.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -4.57% | 5.29%-9.9pp | 10.68%-15.3pp | 282.24%-286.8pp |
| Employer contribution / active EE | $8,946 | $4,727+89.3% | $3,587+149.4% | $4,866+83.9% |
| Participant deferral / active EE | $6,352 | $5,179+22.6% | $4,320+47.0% | $5,352+18.7% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |