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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 | $14,168 | $97,020-85.4% | $83,322-83.0% | $135,379-89.5% |
| Participation rate | 84.6% | 80.4%+4.2pp | 77.8%+6.9pp | 82.6%+2.0pp |
| Annual return | -13.51% | 12.31%-25.8pp | 10.64%-24.1pp | 519.79%-533.3pp |
| Employer contribution / active EE | $2,095 | $4,144-49.4% | $3,379-38.0% | $4,779-56.2% |
| Participant deferral / active EE | $5,865 | $5,964-1.7% | $5,565+5.4% | $5,609+4.6% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |