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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 | $19,444 | $95,188-79.6% | $76,518-74.6% | $135,379-85.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -11.89% | 4.85%-16.7pp | -0.27%-11.6pp | 519.79%-531.7pp |
| Employer contribution / active EE | $3,012 | $3,303-8.8% | $2,647+13.8% | $4,779-37.0% |
| Participant deferral / active EE | $5,429 | $4,640+17.0% | $3,836+41.5% | $5,609-3.2% |
| Admin fee / account holder | $147 | $6,249-97.7% | $4,849-97.0% | $10,828-98.6% |