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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 | $26,096 | $95,188-72.6% | $76,518-65.9% | $135,379-80.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -12.73% | 4.85%-17.6pp | -0.27%-12.5pp | 519.79%-532.5pp |
| Employer contribution / active EE | $11,619 | $3,303+251.8% | $2,647+338.9% | $4,779+143.1% |
| Participant deferral / active EE | $4,203 | $4,640-9.4% | $3,836+9.6% | $5,609-25.1% |
| Admin fee / account holder | $210 | $6,249-96.6% | $4,849-95.7% | $10,828-98.1% |