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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 | $57,366 | $99,032-42.1% | $80,022-28.3% | $135,382-57.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -11.71% | 15.39%-27.1pp | 11.22%-22.9pp | 519.77%-531.5pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,928 | $4,282-31.6% | $3,686-20.6% | $5,609-47.8% |
| Admin fee / account holder | $225 | $10,436-97.8% | $6,521-96.5% | $10,829-97.9% |