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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 | $12,318 | $95,188-87.1% | $76,518-83.9% | $135,379-90.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -12.62% | 4.85%-17.5pp | -0.27%-12.4pp | 519.79%-532.4pp |
| Employer contribution / active EE | $2,400 | $3,303-27.3% | $2,647-9.3% | $4,779-49.8% |
| Participant deferral / active EE | $4,000 | $4,640-13.8% | $3,836+4.3% | $5,609-28.7% |
| Admin fee / account holder | $46 | $6,249-99.3% | $4,849-99.1% | $10,828-99.6% |