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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 | $68,667 | $140,592-51.2% | $123,105-44.2% | $125,389-45.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -3.83% | 16.80%-20.6pp | 13.22%-17.0pp | 282.24%-286.1pp |
| Employer contribution / active EE | $14,268 | $6,041+136.2% | $5,151+177.0% | $4,866+193.2% |
| Participant deferral / active EE | $9,163 | $6,980+31.3% | $6,229+47.1% | $5,352+71.2% |
| Admin fee / account holder | $20 | $11,198-99.8% | $9,014-99.8% | $9,541-99.8% |