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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 | $56,143 | $97,020-42.1% | $83,327-32.6% | $135,380-58.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -13.22% | 12.31%-25.5pp | 10.64%-23.9pp | 519.81%-533.0pp |
| Employer contribution / active EE | $10,700 | $4,144+158.2% | $3,379+216.7% | $4,779+123.9% |
| Participant deferral / active EE | $8,967 | $5,964+50.3% | $5,565+61.1% | $5,609+59.9% |
| Admin fee / account holder | $262 | $8,426-96.9% | $7,540-96.5% | $10,828-97.6% |