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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 | $38,561 | $106,115-63.7% | $85,969-55.1% | $125,389-69.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -8.79% | 13.93%-22.7pp | 9.32%-18.1pp | 282.24%-291.0pp |
| Employer contribution / active EE | $2,637 | $4,537-41.9% | $3,474-24.1% | $4,866-45.8% |
| Participant deferral / active EE | $0 | $4,859-100.0% | $3,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,541-100.0% |