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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 | $81,047 | $105,856-23.4% | $90,161-10.1% | $147,586-45.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | -6.70% | 37.63%-44.3pp | 34.89%-41.6pp | 578.59%-585.3pp |
| Employer contribution / active EE | $14,750 | $4,126+257.5% | $3,318+344.5% | $4,876+202.5% |
| Participant deferral / active EE | $8,107 | $5,733+41.4% | $5,287+53.3% | $5,439+49.1% |
| Admin fee / account holder | $274 | $8,046-96.6% | $5,943-95.4% | $10,886-97.5% |