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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 | $15,950 | $95,188-83.2% | $76,518-79.2% | $135,379-88.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -10.28% | 4.85%-15.1pp | -0.27%-10.0pp | 519.79%-530.1pp |
| Employer contribution / active EE | $5,378 | $3,303+62.8% | $2,647+103.1% | $4,779+12.5% |
| Participant deferral / active EE | $3,411 | $4,640-26.5% | $3,836-11.1% | $5,609-39.2% |
| Admin fee / account holder | $107 | $6,249-98.3% | $4,849-97.8% | $10,828-99.0% |