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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 | $20,436 | $99,032-79.4% | $80,022-74.5% | $135,382-84.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -9.85% | 15.39%-25.2pp | 11.22%-21.1pp | 519.77%-529.6pp |
| Employer contribution / active EE | $1,846 | $3,043-39.3% | $2,468-25.2% | $4,779-61.4% |
| Participant deferral / active EE | $4,857 | $4,282+13.4% | $3,686+31.8% | $5,609-13.4% |
| Admin fee / account holder | $75 | $10,436-99.3% | $6,521-98.9% | $10,829-99.3% |