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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 | $52,063 | $94,439-44.9% | $73,658-29.3% | $154,746-66.4% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | -27.91% | 28.25%-56.2pp | 29.72%-57.6pp | 172.34%-200.3pp |
| Employer contribution / active EE | $13,781 | $1,257+996.1% | $1,032+1235.0% | $4,379+214.7% |
| Participant deferral / active EE | $15,007 | $2,527+493.9% | $2,062+627.9% | $6,730+123.0% |
| Admin fee / account holder | $0 | $3,843-100.0% | $3,357-100.0% | $14,365-100.0% |