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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 | $49,881 | $167,522-70.2% | $151,639-67.1% | $134,532-62.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -31.90% | 7.81%-39.7pp | 3.34%-35.2pp | 418.27%-450.2pp |
| Employer contribution / active EE | $1,495 | $6,828-78.1% | $6,165-75.8% | $4,741-68.5% |
| Participant deferral / active EE | $22,286 | $8,986+148.0% | $8,363+166.5% | $6,401+248.2% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |