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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 | $54,369 | $113,941-52.3% | $94,229-42.3% | $125,389-56.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -3.69% | 5.29%-9.0pp | 10.68%-14.4pp | 282.24%-285.9pp |
| Employer contribution / active EE | $6,188 | $4,727+30.9% | $3,587+72.5% | $4,866+27.2% |
| Participant deferral / active EE | $4,326 | $5,179-16.5% | $4,320+0.1% | $5,352-19.2% |
| Admin fee / account holder | $146 | $8,392-98.3% | $6,269-97.7% | $9,541-98.5% |