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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 | $21,874 | $92,219-76.3% | $76,767-71.5% | $135,380-83.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -17.43% | 5.46%-22.9pp | 2.43%-19.9pp | 519.81%-537.2pp |
| Employer contribution / active EE | $6,164 | $3,216+91.7% | $2,485+148.0% | $4,779+29.0% |
| Participant deferral / active EE | $10,684 | $4,508+137.0% | $3,852+177.4% | $5,609+90.5% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |