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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 | $36,057 | $95,188-62.1% | $76,518-52.9% | $135,379-73.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -10.71% | 4.85%-15.6pp | -0.27%-10.4pp | 519.79%-530.5pp |
| Employer contribution / active EE | $7,930 | $3,303+140.1% | $2,647+199.5% | $4,779+65.9% |
| Participant deferral / active EE | $13,759 | $4,640+196.5% | $3,836+258.7% | $5,609+145.3% |
| Admin fee / account holder | $125 | $6,249-98.0% | $4,849-97.4% | $10,828-98.8% |