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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 | $25,996 | $124,351-79.1% | $109,188-76.2% | $167,553-84.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | -16.39% | 26.04%-42.4pp | 25.76%-42.1pp | 478.89%-495.3pp |
| Employer contribution / active EE | $4,523 | $4,210+7.4% | $3,723+21.5% | $4,840-6.5% |
| Participant deferral / active EE | $13,863 | $5,257+163.7% | $4,654+197.9% | $6,343+118.6% |
| Admin fee / account holder | $278 | $7,975-96.5% | $6,755-95.9% | $12,316-97.7% |