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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 | $46,293 | $95,188-51.4% | $76,518-39.5% | $135,380-65.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -14.73% | 4.85%-19.6pp | -0.27%-14.5pp | 519.81%-534.5pp |
| Employer contribution / active EE | $12,005 | $3,303+263.5% | $2,647+353.5% | $4,779+151.2% |
| Participant deferral / active EE | $16,074 | $4,640+246.4% | $3,836+319.1% | $5,609+186.6% |
| Admin fee / account holder | $58 | $6,249-99.1% | $4,849-98.8% | $10,828-99.5% |