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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 | $40,187 | $91,911-56.3% | $68,612-41.4% | $135,379-70.3% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -10.65% | -8.22%-2.4pp | -4.63%-6.0pp | 519.79%-530.4pp |
| Employer contribution / active EE | $1,897 | $3,924-51.6% | $2,625-27.7% | $4,779-60.3% |
| Participant deferral / active EE | $15,366 | $4,315+256.1% | $3,311+364.1% | $5,609+174.0% |
| Admin fee / account holder | $144 | $9,240-98.4% | $5,131-97.2% | $10,828-98.7% |