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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 | $105,008 | $211,946-50.5% | $169,452-38.0% | $135,380-22.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -21.30% | 3.26%-24.6pp | 1.83%-23.1pp | 519.81%-541.1pp |
| Employer contribution / active EE | $3,600 | $5,117-29.6% | $4,157-13.4% | $4,779-24.7% |
| Participant deferral / active EE | $14,800 | $6,075+143.6% | $5,277+180.5% | $5,609+163.9% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |