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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 | $32,749 | $211,946-84.5% | $169,452-80.7% | $135,380-75.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -11.79% | 3.26%-15.1pp | 1.83%-13.6pp | 519.81%-531.6pp |
| Employer contribution / active EE | $2,052 | $5,117-59.9% | $4,157-50.6% | $4,779-57.1% |
| Participant deferral / active EE | $24,093 | $6,075+296.6% | $5,277+356.6% | $5,609+329.5% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |