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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 | $28,760 | $113,941-74.8% | $94,229-69.5% | $125,389-77.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -4.40% | 5.29%-9.7pp | 10.68%-15.1pp | 282.24%-286.6pp |
| Employer contribution / active EE | $9,961 | $4,727+110.7% | $3,587+177.7% | $4,866+104.7% |
| Participant deferral / active EE | $9,552 | $5,179+84.4% | $4,320+121.1% | $5,352+78.5% |
| Admin fee / account holder | $15 | $8,392-99.8% | $6,269-99.8% | $9,541-99.8% |