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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 | $12,895 | $103,949-87.6% | $69,182-81.4% | $273,972-95.3% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | -0.88% | 35.28%-36.2pp | -21.93%+21.1pp | 41.46%-42.3pp |
| Employer contribution / active EE | $310 | $1,783-82.6% | $1,206-74.3% | $4,869-93.6% |
| Participant deferral / active EE | $8,892 | $2,716+227.3% | $1,897+368.8% | $5,287+68.2% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |