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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 | $58,301 | $211,946-72.5% | $169,452-65.6% | $135,379-56.9% |
| Participation rate | 80.0% | 82.6%-2.6pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -10.32% | 3.26%-13.6pp | 1.83%-12.2pp | 519.79%-530.1pp |
| Employer contribution / active EE | $13,967 | $5,117+173.0% | $4,157+236.0% | $4,779+192.3% |
| Participant deferral / active EE | $7,108 | $6,075+17.0% | $5,277+34.7% | $5,609+26.7% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |