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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 | $12,073 | $91,911-86.9% | $68,793-82.4% | $135,382-91.1% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -27.59% | -8.22%-19.4pp | -4.63%-23.0pp | 519.77%-547.4pp |
| Employer contribution / active EE | $9,807 | $3,924+149.9% | $2,625+273.6% | $4,779+105.2% |
| Participant deferral / active EE | $5,714 | $4,315+32.4% | $3,311+72.6% | $5,609+1.9% |
| Admin fee / account holder | $134 | $9,240-98.6% | $5,131-97.4% | $10,829-98.8% |