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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 | $35,553 | $86,701-59.0% | $73,309-51.5% | $125,388-71.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -3.82% | 2.78%-6.6pp | 5.67%-9.5pp | 282.24%-286.1pp |
| Employer contribution / active EE | $11,043 | $4,152+165.9% | $3,237+241.1% | $4,866+126.9% |
| Participant deferral / active EE | $6,709 | $5,549+20.9% | $4,991+34.4% | $5,352+25.4% |
| Admin fee / account holder | $15 | $7,768-99.8% | $5,635-99.7% | $9,541-99.8% |