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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 | $54,335 | $136,307-60.1% | $106,619-49.0% | $273,972-80.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | -7.71% | 11.05%-18.8pp | 9.42%-17.1pp | 41.46%-49.2pp |
| Employer contribution / active EE | $19,390 | $5,190+273.6% | $3,947+391.3% | $4,869+298.3% |
| Participant deferral / active EE | $12,212 | $4,969+145.7% | $3,930+210.7% | $5,287+131.0% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |