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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 | $27,660 | $92,219-70.0% | $76,767-64.0% | $135,380-79.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -13.61% | 5.46%-19.1pp | 2.43%-16.0pp | 519.81%-533.4pp |
| Employer contribution / active EE | $14,890 | $3,216+363.0% | $2,485+499.1% | $4,779+211.6% |
| Participant deferral / active EE | $4,737 | $4,508+5.1% | $3,852+23.0% | $5,609-15.5% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |