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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 | $54,734 | $211,946-74.2% | $169,452-67.7% | $135,380-59.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -11.34% | 3.26%-14.6pp | 1.83%-13.2pp | 519.81%-531.1pp |
| Employer contribution / active EE | $12,484 | $5,117+144.0% | $4,157+200.3% | $4,779+161.2% |
| Participant deferral / active EE | $13,200 | $6,075+117.3% | $5,277+150.1% | $5,609+135.3% |
| Admin fee / account holder | $15 | $11,472-99.9% | $9,110-99.8% | $10,828-99.9% |