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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 | $13,936 | $95,193-85.4% | $76,523-81.8% | $135,382-89.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -11.50% | 4.85%-16.3pp | -0.27%-11.2pp | 519.77%-531.3pp |
| Employer contribution / active EE | $652 | $3,302-80.3% | $2,647-75.4% | $4,779-86.4% |
| Participant deferral / active EE | $2,401 | $4,639-48.2% | $3,835-37.4% | $5,609-57.2% |
| Admin fee / account holder | $94 | $6,249-98.5% | $4,848-98.1% | $10,829-99.1% |