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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 | $78,357 | $158,852-50.7% | $121,220-35.4% | $135,380-42.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -20.46% | -0.64%-19.8pp | 16.94%-37.4pp | 519.81%-540.3pp |
| Employer contribution / active EE | $9,029 | $5,666+59.4% | $4,023+124.5% | $4,779+88.9% |
| Participant deferral / active EE | $12,223 | $4,006+205.1% | $3,345+265.4% | $5,609+117.9% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |