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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 | $22,474 | $99,032-77.3% | $80,022-71.9% | $135,380-83.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -10.29% | 15.39%-25.7pp | 11.22%-21.5pp | 519.81%-530.1pp |
| Employer contribution / active EE | $2,063 | $3,043-32.2% | $2,468-16.4% | $4,779-56.8% |
| Participant deferral / active EE | $4,848 | $4,282+13.2% | $3,686+31.5% | $5,609-13.6% |
| Admin fee / account holder | $33 | $10,436-99.7% | $6,521-99.5% | $10,828-99.7% |