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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 | $27,449 | $92,219-70.2% | $76,766-64.2% | $135,382-79.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -9.01% | 5.46%-14.5pp | 2.43%-11.4pp | 519.77%-528.8pp |
| Employer contribution / active EE | $1,612 | $3,216-49.9% | $2,485-35.1% | $4,779-66.3% |
| Participant deferral / active EE | $5,422 | $4,508+20.3% | $3,851+40.8% | $5,609-3.3% |
| Admin fee / account holder | $36 | $10,749-99.7% | $6,675-99.5% | $10,829-99.7% |