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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 | $25,419 | $87,546-71.0% | $75,784-66.5% | $125,389-79.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -7.75% | 13.49%-21.2pp | 9.68%-17.4pp | 282.24%-290.0pp |
| Employer contribution / active EE | $1,143 | $3,930-70.9% | $3,323-65.6% | $4,866-76.5% |
| Participant deferral / active EE | $12,823 | $4,230+203.2% | $3,652+251.2% | $5,352+139.6% |
| Admin fee / account holder | $161 | $6,503-97.5% | $5,300-97.0% | $9,541-98.3% |