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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 | $51,423 | $158,852-67.6% | $121,220-57.6% | $135,380-62.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -9.63% | -0.64%-9.0pp | 16.94%-26.6pp | 519.81%-529.4pp |
| Employer contribution / active EE | $565 | $5,666-90.0% | $4,023-86.0% | $4,779-88.2% |
| Participant deferral / active EE | $400 | $4,006-90.0% | $3,345-88.0% | $5,609-92.9% |
| Admin fee / account holder | $17 | $6,515-99.7% | $5,021-99.7% | $10,828-99.8% |