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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 | $31,555 | $167,522-81.2% | $151,639-79.2% | $134,532-76.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -24.60% | 7.81%-32.4pp | 3.34%-27.9pp | 418.27%-442.9pp |
| Employer contribution / active EE | $9,074 | $6,828+32.9% | $6,165+47.2% | $4,741+91.4% |
| Participant deferral / active EE | $14,448 | $8,986+60.8% | $8,363+72.7% | $6,401+125.7% |
| Admin fee / account holder | $33 | $13,780-99.8% | $11,613-99.7% | $11,429-99.7% |