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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 | $27,870 | $211,946-86.9% | $169,452-83.6% | $135,380-79.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -11.66% | 3.26%-14.9pp | 1.83%-13.5pp | 519.81%-531.5pp |
| Employer contribution / active EE | $7,184 | $5,117+40.4% | $4,157+72.8% | $4,779+50.3% |
| Participant deferral / active EE | $9,787 | $6,075+61.1% | $5,277+85.5% | $5,609+74.5% |
| Admin fee / account holder | $198 | $11,472-98.3% | $9,110-97.8% | $10,828-98.2% |