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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 | $19,171 | $95,193-79.9% | $76,523-74.9% | $135,382-85.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -10.65% | 4.85%-15.5pp | -0.27%-10.4pp | 519.77%-530.4pp |
| Employer contribution / active EE | $4,285 | $3,302+29.8% | $2,647+61.9% | $4,779-10.3% |
| Participant deferral / active EE | $7,333 | $4,639+58.1% | $3,835+91.2% | $5,609+30.7% |
| Admin fee / account holder | $182 | $6,249-97.1% | $4,848-96.3% | $10,829-98.3% |