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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 | $58,155 | $211,946-72.6% | $169,452-65.7% | $135,380-57.0% |
| Participation rate | 92.3% | 82.6%+9.7pp | 77.8%+14.5pp | 82.6%+9.7pp |
| Annual return | -10.18% | 3.26%-13.4pp | 1.83%-12.0pp | 519.81%-530.0pp |
| Employer contribution / active EE | $11,473 | $5,117+124.2% | $4,157+176.0% | $4,779+140.1% |
| Participant deferral / active EE | $9,133 | $6,075+50.3% | $5,277+73.1% | $5,609+62.8% |
| Admin fee / account holder | $16 | $11,472-99.9% | $9,110-99.8% | $10,828-99.8% |