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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 | $92,541 | $69,541+33.1% | $59,899+54.5% | $135,380-31.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -26.26% | 7.95%-34.2pp | 3.46%-29.7pp | 519.81%-546.1pp |
| Employer contribution / active EE | $36,000 | $3,236+1012.5% | $2,723+1222.2% | $4,779+653.3% |
| Participant deferral / active EE | $18,000 | $4,206+328.0% | $3,402+429.0% | $5,609+220.9% |
| Admin fee / account holder | $0 | $5,737-100.0% | $3,592-100.0% | $10,828-100.0% |