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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 | $45,424 | $211,946-78.6% | $169,452-73.2% | $135,380-66.4% |
| Participation rate | 70.0% | 82.6%-12.6pp | 77.8%-7.8pp | 82.6%-12.6pp |
| Annual return | -10.83% | 3.26%-14.1pp | 1.83%-12.7pp | 519.81%-530.6pp |
| Employer contribution / active EE | $11,729 | $5,117+129.2% | $4,157+182.2% | $4,779+145.4% |
| Participant deferral / active EE | $5,861 | $6,075-3.5% | $5,277+11.1% | $5,609+4.5% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |