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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 | $42,384 | $152,542-72.2% | $117,498-63.9% | $134,509-68.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -20.82% | 53.02%-73.8pp | 29.75%-50.6pp | 418.13%-439.0pp |
| Employer contribution / active EE | $6,226 | $5,574+11.7% | $4,178+49.0% | $4,741+31.3% |
| Participant deferral / active EE | $21,003 | $4,819+335.8% | $4,071+415.9% | $6,400+228.2% |
| Admin fee / account holder | $0 | $7,006-100.0% | $5,646-100.0% | $11,427-100.0% |