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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 | $39,061 | $167,522-76.7% | $151,639-74.2% | $134,532-71.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.31% | 7.81%-31.1pp | 3.34%-26.6pp | 418.27%-441.6pp |
| Employer contribution / active EE | $9,927 | $6,828+45.4% | $6,165+61.0% | $4,741+109.4% |
| Participant deferral / active EE | $12,056 | $8,986+34.2% | $8,363+44.2% | $6,401+88.4% |
| Admin fee / account holder | $24 | $13,780-99.8% | $11,613-99.8% | $11,429-99.8% |