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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 | $25,985 | $92,219-71.8% | $76,767-66.2% | $135,380-80.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -9.74% | 5.46%-15.2pp | 2.43%-12.2pp | 519.81%-529.5pp |
| Employer contribution / active EE | $2,308 | $3,216-28.2% | $2,485-7.2% | $4,779-51.7% |
| Participant deferral / active EE | $7,200 | $4,508+59.7% | $3,852+86.9% | $5,609+28.4% |
| Admin fee / account holder | $15 | $10,749-99.9% | $6,675-99.8% | $10,828-99.9% |