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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 | $20,752 | $158,852-86.9% | $121,220-82.9% | $135,380-84.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -10.82% | -0.64%-10.2pp | 16.94%-27.8pp | 519.81%-530.6pp |
| Employer contribution / active EE | $2,704 | $5,666-52.3% | $4,023-32.8% | $4,779-43.4% |
| Participant deferral / active EE | $2,792 | $4,006-30.3% | $3,345-16.5% | $5,609-50.2% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |