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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 | $40,307 | $92,219-56.3% | $76,767-47.5% | $135,380-70.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -9.23% | 5.46%-14.7pp | 2.43%-11.7pp | 519.81%-529.0pp |
| Employer contribution / active EE | $16,305 | $3,216+407.0% | $2,485+556.1% | $4,779+241.2% |
| Participant deferral / active EE | $10,352 | $4,508+129.6% | $3,852+168.8% | $5,609+84.6% |
| Admin fee / account holder | $18 | $10,749-99.8% | $6,675-99.7% | $10,828-99.8% |