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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 | $63,541 | $140,578-54.8% | $100,671-36.9% | $125,389-49.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -4.00% | 24.67%-28.7pp | 20.43%-24.4pp | 282.24%-286.2pp |
| Employer contribution / active EE | $3,873 | $5,965-35.1% | $4,012-3.5% | $4,866-20.4% |
| Participant deferral / active EE | $7,983 | $3,981+100.5% | $3,144+153.9% | $5,352+49.2% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,541-100.0% |