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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 | $41,110 | $87,546-53.0% | $75,784-45.8% | $125,389-67.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -7.37% | 13.49%-20.9pp | 9.68%-17.0pp | 282.24%-289.6pp |
| Employer contribution / active EE | $3,950 | $3,930+0.5% | $3,323+18.8% | $4,866-18.8% |
| Participant deferral / active EE | $5,185 | $4,230+22.6% | $3,652+42.0% | $5,352-3.1% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |