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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 | $26,368 | $211,946-87.6% | $169,452-84.4% | $135,379-80.5% |
| Participation rate | 83.3% | 82.6%+0.7pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -10.67% | 3.26%-13.9pp | 1.83%-12.5pp | 519.79%-530.5pp |
| Employer contribution / active EE | $2,349 | $5,117-54.1% | $4,157-43.5% | $4,779-50.9% |
| Participant deferral / active EE | $2,328 | $6,075-61.7% | $5,277-55.9% | $5,609-58.5% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |