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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 | $68,749 | $97,020-29.1% | $83,322-17.5% | $135,379-49.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.21% | 12.31%-22.5pp | 10.64%-20.8pp | 519.79%-530.0pp |
| Employer contribution / active EE | $11,331 | $4,144+173.4% | $3,379+235.3% | $4,779+137.1% |
| Participant deferral / active EE | $7,789 | $5,964+30.6% | $5,565+40.0% | $5,609+38.9% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |