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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 | $29,492 | $72,273-59.2% | $101,275-70.9% | $79,856-63.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -8.30% | 22.30%-30.6pp | 46.48%-54.8pp | 31.71%-40.0pp |
| Employer contribution / active EE | $16,216 | $2,691+502.6% | $3,660+343.1% | $2,471+556.2% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $4,401-100.0% | $5,948-100.0% | $5,306-100.0% |