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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 | $20,133 | $110,410-81.8% | $102,437-80.3% | $145,897-86.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | -1.37% | 24.85%-26.2pp | 24.95%-26.3pp | 552.29%-553.7pp |
| Employer contribution / active EE | $3,807 | $4,217-9.7% | $3,871-1.7% | $4,663-18.4% |
| Participant deferral / active EE | $14,832 | $5,622+163.8% | $5,060+193.1% | $6,689+121.7% |
| Admin fee / account holder | $8 | $9,745-99.9% | $8,388-99.9% | $13,390-99.9% |