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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 | $44,814 | $140,592-68.1% | $123,105-63.6% | $125,389-64.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -19.78% | 16.80%-36.6pp | 13.22%-33.0pp | 282.24%-302.0pp |
| Employer contribution / active EE | $6,870 | $6,041+13.7% | $5,151+33.4% | $4,866+41.2% |
| Participant deferral / active EE | $21,177 | $6,980+203.4% | $6,229+239.9% | $5,352+295.7% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |