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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 | $67,609 | $167,504-59.6% | $151,628-55.4% | $134,509-49.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -40.24% | 7.81%-48.0pp | 3.34%-43.6pp | 418.13%-458.4pp |
| Employer contribution / active EE | $6,851 | $6,828+0.3% | $6,165+11.1% | $4,741+44.5% |
| Participant deferral / active EE | $29,847 | $8,985+232.2% | $8,363+256.9% | $6,400+366.3% |
| Admin fee / account holder | $0 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |