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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 | $17,853 | $97,020-81.6% | $83,327-78.6% | $135,380-86.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.06% | 12.31%-22.4pp | 10.64%-20.7pp | 519.81%-529.9pp |
| Employer contribution / active EE | $2,856 | $4,144-31.1% | $3,379-15.5% | $4,779-40.2% |
| Participant deferral / active EE | $9,802 | $5,964+64.3% | $5,565+76.1% | $5,609+74.7% |
| Admin fee / account holder | $81 | $8,426-99.0% | $7,540-98.9% | $10,828-99.3% |