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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 | $44,307 | $140,592-68.5% | $123,105-64.0% | $125,389-64.7% |
| Participation rate | 80.0% | 88.2%-8.2pp | 86.8%-6.8pp | 83.2%-3.2pp |
| Annual return | -7.87% | 16.80%-24.7pp | 13.22%-21.1pp | 282.24%-290.1pp |
| Employer contribution / active EE | $18,330 | $6,041+203.4% | $5,151+255.9% | $4,866+276.7% |
| Participant deferral / active EE | $11,002 | $6,980+57.6% | $6,229+76.6% | $5,352+105.6% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |