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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 | $58,399 | $167,533-65.1% | $151,645-61.5% | $134,545-56.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.97% | 7.81%-31.8pp | 3.34%-27.3pp | 418.37%-442.3pp |
| Employer contribution / active EE | $8,353 | $6,828+22.3% | $6,165+35.5% | $4,742+76.2% |
| Participant deferral / active EE | $6,270 | $8,985-30.2% | $8,363-25.0% | $6,401-2.1% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |