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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 | $38,530 | $167,504-77.0% | $151,628-74.6% | $134,509-71.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.55% | 7.81%-30.4pp | 3.34%-25.9pp | 418.13%-440.7pp |
| Employer contribution / active EE | $1,899 | $6,828-72.2% | $6,165-69.2% | $4,741-59.9% |
| Participant deferral / active EE | $5,341 | $8,985-40.6% | $8,363-36.1% | $6,400-16.6% |
| Admin fee / account holder | $165 | $13,779-98.8% | $11,613-98.6% | $11,427-98.6% |