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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 | $48,284 | $113,941-57.6% | $94,229-48.8% | $125,389-61.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -6.42% | 5.29%-11.7pp | 10.68%-17.1pp | 282.24%-288.7pp |
| Employer contribution / active EE | $11,675 | $4,727+147.0% | $3,587+225.5% | $4,866+139.9% |
| Participant deferral / active EE | $5,532 | $5,179+6.8% | $4,320+28.1% | $5,352+3.4% |
| Admin fee / account holder | $267 | $8,392-96.8% | $6,269-95.7% | $9,541-97.2% |