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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 | $15,025 | $64,311-76.6% | $57,356-73.8% | $125,389-88.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -6.00% | 25.14%-31.1pp | 24.41%-30.4pp | 282.24%-288.2pp |
| Employer contribution / active EE | $4,138 | $3,193+29.6% | $2,689+53.9% | $4,866-15.0% |
| Participant deferral / active EE | $6,828 | $3,846+77.5% | $3,162+116.0% | $5,352+27.6% |
| Admin fee / account holder | $95 | $5,243-98.2% | $3,357-97.2% | $9,541-99.0% |