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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 | $30,012 | $97,881-69.3% | $80,004-62.5% | $125,389-76.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -9.74% | 9.36%-19.1pp | 7.63%-17.4pp | 282.24%-292.0pp |
| Employer contribution / active EE | $19,150 | $3,128+512.3% | $2,473+674.5% | $4,866+293.5% |
| Participant deferral / active EE | $13,138 | $3,744+250.9% | $3,204+310.1% | $5,352+145.5% |
| Admin fee / account holder | $0 | $6,278-100.0% | $5,033-100.0% | $9,541-100.0% |