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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 | $29,110 | $127,100-77.1% | $105,738-72.5% | $135,382-78.5% |
| Participation rate | 80.0% | 82.7%-2.7pp | 76.3%+3.7pp | 82.6%-2.6pp |
| Annual return | -9.00% | 4.49%-13.5pp | 6.27%-15.3pp | 519.77%-528.8pp |
| Employer contribution / active EE | $7,463 | $4,107+81.7% | $3,268+128.3% | $4,779+56.2% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,829-100.0% |