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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 | $65,476 | $167,533-60.9% | $151,645-56.8% | $134,545-51.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -29.19% | 7.81%-37.0pp | 3.34%-32.5pp | 418.37%-447.6pp |
| Employer contribution / active EE | $14,602 | $6,828+113.8% | $6,165+136.8% | $4,742+208.0% |
| Participant deferral / active EE | $21,641 | $8,985+140.9% | $8,363+158.8% | $6,401+238.1% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |