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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 | $23,790 | $158,852-85.0% | $121,220-80.4% | $135,380-82.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -14.60% | -0.64%-14.0pp | 16.94%-31.5pp | 519.81%-534.4pp |
| Employer contribution / active EE | $1,066 | $5,666-81.2% | $4,023-73.5% | $4,779-77.7% |
| Participant deferral / active EE | $3,978 | $4,006-0.7% | $3,345+18.9% | $5,609-29.1% |
| Admin fee / account holder | $13 | $6,515-99.8% | $5,021-99.7% | $10,828-99.9% |