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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 | $98,844 | $211,946-53.4% | $169,452-41.7% | $135,380-27.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.26% | 3.26%-12.5pp | 1.83%-11.1pp | 519.81%-529.1pp |
| Employer contribution / active EE | $21,631 | $5,117+322.7% | $4,157+420.4% | $4,779+352.6% |
| Participant deferral / active EE | $16,583 | $6,075+173.0% | $5,277+214.3% | $5,609+195.7% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |