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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 | $42,900 | $91,911-53.3% | $68,612-37.5% | $135,379-68.3% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -11.06% | -8.22%-2.8pp | -4.63%-6.4pp | 519.79%-530.9pp |
| Employer contribution / active EE | $11,728 | $3,924+198.9% | $2,625+346.8% | $4,779+145.4% |
| Participant deferral / active EE | $8,676 | $4,315+101.1% | $3,311+162.0% | $5,609+54.7% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,828-100.0% |