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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 | $42,726 | $87,016-50.9% | $63,244-32.4% | $125,389-65.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -5.23% | 21.71%-26.9pp | -70.31%+65.1pp | 282.24%-287.5pp |
| Employer contribution / active EE | $1,366 | $3,601-62.1% | $2,322-41.2% | $4,866-71.9% |
| Participant deferral / active EE | $10,465 | $3,939+165.6% | $2,953+254.3% | $5,352+95.5% |
| Admin fee / account holder | $294 | $11,954-97.5% | $5,893-95.0% | $9,541-96.9% |