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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 | $23,427 | $211,946-88.9% | $169,452-86.2% | $135,379-82.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -16.69% | 3.26%-20.0pp | 1.83%-18.5pp | 519.79%-536.5pp |
| Employer contribution / active EE | $2,408 | $5,117-53.0% | $4,157-42.1% | $4,779-49.6% |
| Participant deferral / active EE | $9,845 | $6,075+62.0% | $5,277+86.6% | $5,609+75.5% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |