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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 | $31,489 | $39,162-19.6% | $100,671-68.7% | $59,633-47.2% |
| Participation rate | 100.0% | 55.9%+44.1pp | 70.7%+29.3pp | 68.7%+31.3pp |
| Annual return | -5.12% | 21.07%-26.2pp | 20.43%-25.6pp | 2041.45%-2046.6pp |
| Employer contribution / active EE | $16,338 | $1,151+1319.9% | $4,012+307.2% | $2,203+641.7% |
| Participant deferral / active EE | $9,300 | $1,992+366.9% | $3,144+195.9% | $3,192+191.4% |
| Admin fee / account holder | $0 | $2,969-100.0% | $4,850-100.0% | $4,297-100.0% |