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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 | $27,588 | $149,333-81.5% | $106,387-74.1% | $135,379-79.6% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.5%+22.5pp | 82.6%+17.4pp |
| Annual return | -20.17% | 0.52%-20.7pp | 0.25%-20.4pp | 519.79%-540.0pp |
| Employer contribution / active EE | $3,381 | $4,984-32.2% | $3,520-4.0% | $4,779-29.3% |
| Participant deferral / active EE | $18,596 | $7,230+157.2% | $5,421+243.0% | $5,609+231.5% |
| Admin fee / account holder | $16 | $15,952-99.9% | $7,510-99.8% | $10,828-99.9% |