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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 | $51,925 | $86,701-40.1% | $73,309-29.2% | $125,389-58.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -6.95% | 2.78%-9.7pp | 5.67%-12.6pp | 282.24%-289.2pp |
| Employer contribution / active EE | $22,200 | $4,152+434.6% | $3,237+585.8% | $4,866+356.2% |
| Participant deferral / active EE | $12,700 | $5,549+128.9% | $4,991+154.5% | $5,352+137.3% |
| Admin fee / account holder | $0 | $7,768-100.0% | $5,635-100.0% | $9,541-100.0% |