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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 | $21,247 | $87,016-75.6% | $63,244-66.4% | $125,389-83.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -5.82% | 21.71%-27.5pp | -70.31%+64.5pp | 282.24%-288.1pp |
| Employer contribution / active EE | $2,479 | $3,601-31.2% | $2,322+6.8% | $4,866-49.1% |
| Participant deferral / active EE | $7,334 | $3,939+86.2% | $2,953+148.3% | $5,352+37.0% |
| Admin fee / account holder | $0 | $11,954-100.0% | $5,893-100.0% | $9,541-100.0% |