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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 | $56,036 | $167,533-66.6% | $151,645-63.0% | $134,545-58.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -25.41% | 7.81%-33.2pp | 3.34%-28.7pp | 418.37%-443.8pp |
| Employer contribution / active EE | $10,218 | $6,828+49.6% | $6,165+65.7% | $4,742+115.5% |
| Participant deferral / active EE | $18,027 | $8,985+100.6% | $8,363+115.6% | $6,401+181.6% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |