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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 | $17,741 | $95,188-81.4% | $76,518-76.8% | $135,380-86.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -24.74% | 4.85%-29.6pp | -0.27%-24.5pp | 519.81%-544.5pp |
| Employer contribution / active EE | $2,578 | $3,303-21.9% | $2,647-2.6% | $4,779-46.1% |
| Participant deferral / active EE | $9,744 | $4,640+110.0% | $3,836+154.0% | $5,609+73.7% |
| Admin fee / account holder | $134 | $6,249-97.9% | $4,849-97.2% | $10,828-98.8% |