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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 | $28,454 | $127,096-77.6% | $105,736-73.1% | $135,380-79.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -15.58% | 4.49%-20.1pp | 6.27%-21.9pp | 519.81%-535.4pp |
| Employer contribution / active EE | $14,085 | $4,107+243.0% | $3,268+330.9% | $4,779+194.7% |
| Participant deferral / active EE | $8,507 | $5,064+68.0% | $4,080+108.5% | $5,609+51.7% |
| Admin fee / account holder | $15 | $9,087-99.8% | $6,913-99.8% | $10,828-99.9% |