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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 | $26,838 | $95,188-71.8% | $76,518-64.9% | $135,380-80.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -11.10% | 4.85%-15.9pp | -0.27%-10.8pp | 519.81%-530.9pp |
| Employer contribution / active EE | $975 | $3,303-70.5% | $2,647-63.2% | $4,779-79.6% |
| Participant deferral / active EE | $8,210 | $4,640+77.0% | $3,836+114.0% | $5,609+46.4% |
| Admin fee / account holder | $172 | $6,249-97.3% | $4,849-96.5% | $10,828-98.4% |