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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 | $22,021 | $127,387-82.7% | $115,038-80.9% | $125,389-82.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -8.27% | 31.28%-39.5pp | 26.14%-34.4pp | 282.24%-290.5pp |
| Employer contribution / active EE | $10,000 | $5,166+93.6% | $4,608+117.0% | $4,866+105.5% |
| Participant deferral / active EE | $7,500 | $6,423+16.8% | $6,026+24.5% | $5,352+40.1% |
| Admin fee / account holder | $20 | $9,516-99.8% | $8,175-99.8% | $9,541-99.8% |