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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 | $21,422 | $97,020-77.9% | $83,327-74.3% | $135,380-84.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -15.57% | 12.31%-27.9pp | 10.64%-26.2pp | 519.81%-535.4pp |
| Employer contribution / active EE | $8,666 | $4,144+109.1% | $3,379+156.5% | $4,779+81.3% |
| Participant deferral / active EE | $6,492 | $5,964+8.9% | $5,565+16.7% | $5,609+15.7% |
| Admin fee / account holder | $144 | $8,426-98.3% | $7,540-98.1% | $10,828-98.7% |