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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 | $42,478 | $211,946-80.0% | $169,452-74.9% | $135,379-68.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -12.03% | 3.26%-15.3pp | 1.83%-13.9pp | 519.79%-531.8pp |
| Employer contribution / active EE | $6,200 | $5,117+21.2% | $4,157+49.1% | $4,779+29.7% |
| Participant deferral / active EE | $7,750 | $6,075+27.6% | $5,277+46.9% | $5,609+38.2% |
| Admin fee / account holder | $8 | $11,472-99.9% | $9,110-99.9% | $10,828-99.9% |