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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 | $38,513 | $167,533-77.0% | $151,645-74.6% | $134,545-71.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -36.88% | 7.81%-44.7pp | 3.34%-40.2pp | 418.37%-455.3pp |
| Employer contribution / active EE | $24,556 | $6,828+259.6% | $6,165+298.3% | $4,742+417.9% |
| Participant deferral / active EE | $12,093 | $8,985+34.6% | $8,363+44.6% | $6,401+88.9% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |