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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 | $18,562 | $84,518-78.0% | $67,704-72.6% | $125,389-85.2% |
| Participation rate | 95.2% | 74.8%+20.5pp | 67.5%+27.7pp | 83.2%+12.0pp |
| Annual return | -7.21% | 2.57%-9.8pp | 25.41%-32.6pp | 282.24%-289.5pp |
| Employer contribution / active EE | $7,957 | $3,292+141.7% | $2,559+210.9% | $4,866+63.5% |
| Participant deferral / active EE | $0 | $4,430-100.0% | $3,585-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,541-100.0% |