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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 | $74,729 | $77,976-4.2% | $81,367-8.2% | $125,389-40.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 82.3%+17.7pp | 83.2%+16.8pp |
| Annual return | -4.11% | -2.85%-1.3pp | -0.92%-3.2pp | 282.24%-286.3pp |
| Employer contribution / active EE | $39,636 | $4,366+807.9% | $3,930+908.7% | $4,866+714.5% |
| Participant deferral / active EE | $18,000 | $5,646+218.8% | $5,383+234.4% | $5,352+236.3% |
| Admin fee / account holder | $0 | $12,476-100.0% | $8,926-100.0% | $9,541-100.0% |