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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 | $21,638 | $106,115-79.6% | $85,969-74.8% | $125,389-82.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -6.00% | 13.93%-19.9pp | 9.32%-15.3pp | 282.24%-288.2pp |
| Employer contribution / active EE | $1,822 | $4,537-59.8% | $3,474-47.6% | $4,866-62.6% |
| Participant deferral / active EE | $7,935 | $4,859+63.3% | $3,829+107.2% | $5,352+48.3% |
| Admin fee / account holder | $131 | $8,144-98.4% | $6,053-97.8% | $9,541-98.6% |