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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 | $16,590 | $69,541-76.1% | $59,899-72.3% | $135,380-87.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -9.27% | 7.95%-17.2pp | 3.46%-12.7pp | 519.81%-529.1pp |
| Employer contribution / active EE | $4,125 | $3,236+27.5% | $2,723+51.5% | $4,779-13.7% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $5,737-100.0% | $3,592-100.0% | $10,828-100.0% |