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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 | $33,468 | $113,941-70.6% | $94,229-64.5% | $125,389-73.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -16.50% | 5.29%-21.8pp | 10.68%-27.2pp | 282.24%-298.7pp |
| Employer contribution / active EE | $7,963 | $4,727+68.4% | $3,587+122.0% | $4,866+63.6% |
| Participant deferral / active EE | $15,896 | $5,179+206.9% | $4,320+267.9% | $5,352+197.0% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |