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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 | $69,592 | $92,219-24.5% | $76,767-9.3% | $135,380-48.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.86% | 5.46%-14.3pp | 2.43%-11.3pp | 519.81%-528.7pp |
| Employer contribution / active EE | $2,808 | $3,216-12.7% | $2,485+13.0% | $4,779-41.2% |
| Participant deferral / active EE | $9,344 | $4,508+107.3% | $3,852+142.6% | $5,609+66.6% |
| Admin fee / account holder | $15 | $10,749-99.9% | $6,675-99.8% | $10,828-99.9% |