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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 | $15,377 | $69,518-77.9% | $59,887-74.3% | $135,379-88.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -9.80% | 7.95%-17.7pp | 3.46%-13.3pp | 519.79%-529.6pp |
| Employer contribution / active EE | $3,389 | $3,235+4.8% | $2,722+24.5% | $4,779-29.1% |
| Participant deferral / active EE | $4,755 | $4,204+13.1% | $3,402+39.8% | $5,609-15.2% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,591-100.0% | $10,828-100.0% |