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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 | $38,268 | $69,541-45.0% | $59,899-36.1% | $135,380-71.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -18.48% | 7.95%-26.4pp | 3.46%-21.9pp | 519.81%-538.3pp |
| Employer contribution / active EE | $3,348 | $3,236+3.5% | $2,723+23.0% | $4,779-29.9% |
| Participant deferral / active EE | $24,500 | $4,206+482.5% | $3,402+620.1% | $5,609+336.8% |
| Admin fee / account holder | $297 | $5,737-94.8% | $3,592-91.7% | $10,828-97.3% |