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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 | $51,120 | $127,386-59.9% | $115,037-55.6% | $125,388-59.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -13.55% | 31.28%-44.8pp | 26.14%-39.7pp | 282.24%-295.8pp |
| Employer contribution / active EE | $13,967 | $5,166+170.3% | $4,608+203.1% | $4,866+187.0% |
| Participant deferral / active EE | $12,300 | $6,423+91.5% | $6,026+104.1% | $5,352+129.8% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |