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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 | $57,277 | $167,504-65.8% | $151,628-62.2% | $134,509-57.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -25.99% | 7.81%-33.8pp | 3.34%-29.3pp | 418.13%-444.1pp |
| Employer contribution / active EE | $21,657 | $6,828+217.2% | $6,165+251.3% | $4,741+356.9% |
| Participant deferral / active EE | $20,587 | $8,985+129.1% | $8,363+146.2% | $6,400+221.7% |
| Admin fee / account holder | $35 | $13,779-99.7% | $11,613-99.7% | $11,427-99.7% |