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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 | $57,123 | $140,578-59.4% | $100,671-43.3% | $125,389-54.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -6.84% | 24.67%-31.5pp | 20.43%-27.3pp | 282.24%-289.1pp |
| Employer contribution / active EE | $18,543 | $5,965+210.9% | $4,012+362.2% | $4,866+281.1% |
| Participant deferral / active EE | $14,650 | $3,981+268.0% | $3,144+366.0% | $5,352+173.7% |
| Admin fee / account holder | $165 | $6,716-97.5% | $4,850-96.6% | $9,541-98.3% |