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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 | $19,517 | $107,809-81.9% | $90,657-78.5% | $135,379-85.6% |
| Participation rate | 95.0% | 78.0%+17.0pp | 74.0%+21.0pp | 82.6%+12.4pp |
| Annual return | -13.12% | -0.90%-12.2pp | 1.89%-15.0pp | 519.79%-532.9pp |
| Employer contribution / active EE | $1,770 | $3,018-41.3% | $2,532-30.1% | $4,779-63.0% |
| Participant deferral / active EE | $6,601 | $3,872+70.5% | $3,424+92.8% | $5,609+17.7% |
| Admin fee / account holder | $273 | $5,931-95.4% | $4,994-94.5% | $10,828-97.5% |