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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 | $74,085 | $167,533-55.8% | $151,645-51.1% | $134,545-44.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -45.43% | 7.81%-53.2pp | 3.34%-48.8pp | 418.37%-463.8pp |
| Employer contribution / active EE | $18,303 | $6,828+168.0% | $6,165+196.9% | $4,742+286.0% |
| Participant deferral / active EE | $7,852 | $8,985-12.6% | $8,363-6.1% | $6,401+22.7% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |