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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 | $23,435 | $92,219-74.6% | $76,768-69.5% | $135,379-82.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -14.42% | 5.46%-19.9pp | 2.43%-16.8pp | 519.79%-534.2pp |
| Employer contribution / active EE | $4,266 | $3,216+32.7% | $2,485+71.7% | $4,779-10.7% |
| Participant deferral / active EE | $4,266 | $4,508-5.4% | $3,852+10.8% | $5,609-23.9% |
| Admin fee / account holder | $55 | $10,749-99.5% | $6,675-99.2% | $10,828-99.5% |