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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 | $59,488 | $127,387-53.3% | $115,038-48.3% | $125,389-52.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -19.39% | 31.28%-50.7pp | 26.14%-45.5pp | 282.24%-301.6pp |
| Employer contribution / active EE | $9,450 | $5,166+82.9% | $4,608+105.1% | $4,866+94.2% |
| Participant deferral / active EE | $24,000 | $6,423+273.7% | $6,026+298.2% | $5,352+348.5% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |