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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 | $42,420 | $113,941-62.8% | $94,229-55.0% | $125,389-66.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -11.66% | 5.29%-17.0pp | 10.68%-22.3pp | 282.24%-293.9pp |
| Employer contribution / active EE | $12,800 | $4,727+170.8% | $3,587+256.9% | $4,866+163.0% |
| Participant deferral / active EE | $16,000 | $5,179+208.9% | $4,320+270.3% | $5,352+199.0% |
| Admin fee / account holder | $23 | $8,392-99.7% | $6,269-99.6% | $9,541-99.8% |