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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 | $74,923 | $215,361-65.2% | $171,082-56.2% | $273,972-72.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | -12.40% | 25.14%-37.5pp | 32.56%-45.0pp | 41.46%-53.9pp |
| Employer contribution / active EE | $3,600 | $4,967-27.5% | $4,002-10.0% | $4,869-26.1% |
| Participant deferral / active EE | $18,000 | $5,543+224.7% | $4,797+275.2% | $5,287+240.4% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |