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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 | $19,412 | $92,219-79.0% | $76,767-74.7% | $135,380-85.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -17.16% | 5.46%-22.6pp | 2.43%-19.6pp | 519.81%-537.0pp |
| Employer contribution / active EE | $3,609 | $3,216+12.2% | $2,485+45.2% | $4,779-24.5% |
| Participant deferral / active EE | $8,966 | $4,508+98.9% | $3,852+132.8% | $5,609+59.9% |
| Admin fee / account holder | $295 | $10,749-97.3% | $6,675-95.6% | $10,828-97.3% |