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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 | $46,262 | $232,540-80.1% | $185,117-75.0% | $147,586-68.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | -1.16% | 43.03%-44.2pp | 40.50%-41.7pp | 578.59%-579.8pp |
| Employer contribution / active EE | $17,000 | $5,195+227.2% | $4,182+306.5% | $4,876+248.6% |
| Participant deferral / active EE | $9,000 | $5,834+54.3% | $5,045+78.4% | $5,439+65.5% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |