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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 | $13,770 | $85,790-83.9% | $67,313-79.5% | $135,379-89.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -15.16% | -0.54%-14.6pp | -4.08%-11.1pp | 519.79%-535.0pp |
| Employer contribution / active EE | $576 | $3,487-83.5% | $2,566-77.6% | $4,779-88.0% |
| Participant deferral / active EE | $10,469 | $4,651+125.1% | $3,568+193.4% | $5,609+86.7% |
| Admin fee / account holder | $78 | $6,392-98.8% | $4,507-98.3% | $10,828-99.3% |