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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 | $35,164 | $113,941-69.1% | $94,229-62.7% | $125,389-72.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -4.32% | 5.29%-9.6pp | 10.68%-15.0pp | 282.24%-286.6pp |
| Employer contribution / active EE | $11,104 | $4,727+134.9% | $3,587+209.6% | $4,866+128.2% |
| Participant deferral / active EE | $10,775 | $5,179+108.1% | $4,320+149.4% | $5,352+101.3% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |