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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 | $34,093 | $87,546-61.1% | $75,784-55.0% | $125,389-72.8% |
| Participation rate | 75.0% | 80.2%-5.2pp | 75.8%-0.8pp | 83.2%-8.2pp |
| Annual return | -8.91% | 13.49%-22.4pp | 9.68%-18.6pp | 282.24%-291.1pp |
| Employer contribution / active EE | $6,000 | $3,930+52.7% | $3,323+80.5% | $4,866+23.3% |
| Participant deferral / active EE | $4,500 | $4,230+6.4% | $3,652+23.2% | $5,352-15.9% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |