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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 | $57,555 | $99,032-41.9% | $80,022-28.1% | $135,379-57.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -10.82% | 15.39%-26.2pp | 11.22%-22.0pp | 519.79%-530.6pp |
| Employer contribution / active EE | $3,739 | $3,043+22.9% | $2,468+51.5% | $4,779-21.8% |
| Participant deferral / active EE | $11,685 | $4,282+172.9% | $3,686+217.0% | $5,609+108.3% |
| Admin fee / account holder | $71 | $10,436-99.3% | $6,521-98.9% | $10,828-99.3% |