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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 | $17,759 | $86,701-79.5% | $73,309-75.8% | $125,389-85.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -5.15% | 2.78%-7.9pp | 5.67%-10.8pp | 282.24%-287.4pp |
| Employer contribution / active EE | $2,755 | $4,152-33.7% | $3,237-14.9% | $4,866-43.4% |
| Participant deferral / active EE | $8,449 | $5,549+52.3% | $4,991+69.3% | $5,352+57.9% |
| Admin fee / account holder | $79 | $7,768-99.0% | $5,635-98.6% | $9,541-99.2% |