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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 | $44,754 | $167,533-73.3% | $151,645-70.5% | $134,545-66.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.30% | 7.81%-31.1pp | 3.34%-26.6pp | 418.37%-441.7pp |
| Employer contribution / active EE | $7,760 | $6,828+13.6% | $6,165+25.9% | $4,742+63.7% |
| Participant deferral / active EE | $8,074 | $8,985-10.1% | $8,363-3.5% | $6,401+26.1% |
| Admin fee / account holder | $30 | $13,781-99.8% | $11,614-99.7% | $11,431-99.7% |