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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 | $24,970 | $69,541-64.1% | $59,899-58.3% | $135,380-81.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -10.13% | 7.95%-18.1pp | 3.46%-13.6pp | 519.81%-529.9pp |
| Employer contribution / active EE | $7,648 | $3,236+136.3% | $2,723+180.9% | $4,779+60.0% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $149 | $5,737-97.4% | $3,592-95.8% | $10,828-98.6% |