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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 | $55,525 | $118,496-53.1% | $98,461-43.6% | $139,466-60.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | -14.16% | 18.96%-33.1pp | 21.17%-35.3pp | 373.66%-387.8pp |
| Employer contribution / active EE | $7,250 | $3,611+100.8% | $3,049+137.8% | $4,754+52.5% |
| Participant deferral / active EE | $3,972 | $5,393-26.3% | $4,738-16.2% | $6,712-40.8% |
| Admin fee / account holder | $0 | $14,056-100.0% | $8,961-100.0% | $11,409-100.0% |