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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 | $22,292 | $140,578-84.1% | $100,671-77.9% | $125,389-82.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -5.92% | 24.67%-30.6pp | 20.43%-26.4pp | 282.24%-288.2pp |
| Employer contribution / active EE | $11,667 | $5,965+95.6% | $4,012+190.8% | $4,866+139.8% |
| Participant deferral / active EE | $2,786 | $3,981-30.0% | $3,144-11.4% | $5,352-47.9% |
| Admin fee / account holder | $175 | $6,716-97.4% | $4,850-96.4% | $9,541-98.2% |