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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 | $107,961 | $211,946-49.1% | $169,452-36.3% | $135,380-20.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.97% | 3.26%-14.2pp | 1.83%-12.8pp | 519.81%-530.8pp |
| Employer contribution / active EE | $14,084 | $5,117+175.2% | $4,157+238.8% | $4,779+194.7% |
| Participant deferral / active EE | $10,081 | $6,075+65.9% | $5,277+91.0% | $5,609+79.7% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |