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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 | $19,614 | $92,219-78.7% | $76,767-74.5% | $135,380-85.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -12.55% | 5.46%-18.0pp | 2.43%-15.0pp | 519.81%-532.4pp |
| Employer contribution / active EE | $3,379 | $3,216+5.1% | $2,485+36.0% | $4,779-29.3% |
| Participant deferral / active EE | $8,417 | $4,508+86.7% | $3,852+118.5% | $5,609+50.1% |
| Admin fee / account holder | $236 | $10,749-97.8% | $6,675-96.5% | $10,828-97.8% |