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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 | $65,235 | $127,387-48.8% | $115,038-43.3% | $125,389-48.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.46% | 31.28%-34.7pp | 26.14%-29.6pp | 282.24%-285.7pp |
| Employer contribution / active EE | $14,180 | $5,166+174.5% | $4,608+207.7% | $4,866+191.4% |
| Participant deferral / active EE | $11,150 | $6,423+73.6% | $6,026+85.0% | $5,352+108.3% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |