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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 | $59,575 | $69,541-14.3% | $59,899-0.5% | $135,380-56.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -11.95% | 7.95%-19.9pp | 3.46%-15.4pp | 519.81%-531.8pp |
| Employer contribution / active EE | $20,045 | $3,236+519.4% | $2,723+636.2% | $4,779+319.4% |
| Participant deferral / active EE | $12,000 | $4,206+185.3% | $3,402+252.7% | $5,609+113.9% |
| Admin fee / account holder | $239 | $5,737-95.8% | $3,592-93.4% | $10,828-97.8% |