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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 | $19,448 | $87,542-77.8% | $75,782-74.3% | $125,393-84.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -5.89% | 13.48%-19.4pp | 9.68%-15.6pp | 282.23%-288.1pp |
| Employer contribution / active EE | $9,152 | $3,930+132.9% | $3,323+175.4% | $4,866+88.1% |
| Participant deferral / active EE | $3,869 | $4,229-8.5% | $3,652+6.0% | $5,351-27.7% |
| Admin fee / account holder | $88 | $6,502-98.7% | $5,300-98.3% | $9,541-99.1% |