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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 | $90,946 | $97,020-6.3% | $83,327+9.1% | $135,380-32.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -14.57% | 12.31%-26.9pp | 10.64%-25.2pp | 519.81%-534.4pp |
| Employer contribution / active EE | $11,023 | $4,144+166.0% | $3,379+226.2% | $4,779+130.7% |
| Participant deferral / active EE | $6,742 | $5,964+13.0% | $5,565+21.1% | $5,609+20.2% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |