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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 | $22,193 | $97,027-77.1% | $83,323-73.4% | $135,382-83.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -11.54% | 12.31%-23.8pp | 10.63%-22.2pp | 519.77%-531.3pp |
| Employer contribution / active EE | $11,197 | $4,143+170.3% | $3,379+231.4% | $4,779+134.3% |
| Participant deferral / active EE | $4,125 | $5,964-30.8% | $5,565-25.9% | $5,609-26.5% |
| Admin fee / account holder | $126 | $8,427-98.5% | $7,539-98.3% | $10,829-98.8% |