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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 | $49,708 | $142,430-65.1% | $115,170-56.8% | $152,885-67.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | -6.00% | 41.48%-47.5pp | 35.60%-41.6pp | 345.39%-351.4pp |
| Employer contribution / active EE | $4,500 | $4,011+12.2% | $3,179+41.5% | $4,763-5.5% |
| Participant deferral / active EE | $0 | $5,165-100.0% | $4,169-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $8,464-100.0% | $7,089-100.0% | $11,598-100.0% |