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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 | $47,783 | $97,020-50.7% | $83,322-42.7% | $135,379-64.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.90% | 12.31%-23.2pp | 10.64%-21.5pp | 519.79%-530.7pp |
| Employer contribution / active EE | $11,430 | $4,144+175.9% | $3,379+238.3% | $4,779+139.2% |
| Participant deferral / active EE | $8,068 | $5,964+35.3% | $5,565+45.0% | $5,609+43.8% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |