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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 | $76,534 | $167,504-54.3% | $151,628-49.5% | $134,509-43.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.83% | 7.81%-29.6pp | 3.34%-25.2pp | 418.13%-440.0pp |
| Employer contribution / active EE | $12,482 | $6,828+82.8% | $6,165+102.5% | $4,741+163.3% |
| Participant deferral / active EE | $15,312 | $8,985+70.4% | $8,363+83.1% | $6,400+139.2% |
| Admin fee / account holder | $0 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |