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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 | $19,383 | $158,852-87.8% | $121,220-84.0% | $135,380-85.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -13.85% | -0.64%-13.2pp | 16.94%-30.8pp | 519.81%-533.7pp |
| Employer contribution / active EE | $8,328 | $5,666+47.0% | $4,023+107.0% | $4,779+74.3% |
| Participant deferral / active EE | $4,143 | $4,006+3.4% | $3,345+23.9% | $5,609-26.1% |
| Admin fee / account holder | $12 | $6,515-99.8% | $5,021-99.8% | $10,828-99.9% |