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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 | $40,729 | $92,219-55.8% | $76,767-46.9% | $135,380-69.9% |
| Participation rate | 88.9% | 79.8%+9.1pp | 77.0%+11.9pp | 82.6%+6.2pp |
| Annual return | -13.73% | 5.46%-19.2pp | 2.43%-16.2pp | 519.81%-533.5pp |
| Employer contribution / active EE | $3,992 | $3,216+24.1% | $2,485+60.6% | $4,779-16.5% |
| Participant deferral / active EE | $12,031 | $4,508+166.8% | $3,852+212.4% | $5,609+114.5% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |