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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 | $76,799 | $167,533-54.2% | $151,645-49.4% | $134,545-42.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -38.16% | 7.81%-46.0pp | 3.34%-41.5pp | 418.37%-456.5pp |
| Employer contribution / active EE | $2,393 | $6,828-65.0% | $6,165-61.2% | $4,742-49.5% |
| Participant deferral / active EE | $8,667 | $8,985-3.5% | $8,363+3.6% | $6,401+35.4% |
| Admin fee / account holder | $1 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |