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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 | $23,385 | $87,542-73.3% | $75,782-69.1% | $125,393-81.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -4.39% | 13.48%-17.9pp | 9.68%-14.1pp | 282.23%-286.6pp |
| Employer contribution / active EE | $10,000 | $3,930+154.5% | $3,323+200.9% | $4,866+105.5% |
| Participant deferral / active EE | $0 | $4,229-100.0% | $3,652-100.0% | $5,351-100.0% |
| Admin fee / account holder | $266 | $6,502-95.9% | $5,300-95.0% | $9,541-97.2% |