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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 | $16,013 | $95,915-83.3% | $79,580-79.9% | $134,532-88.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -21.75% | -2.71%-19.0pp | 0.15%-21.9pp | 418.27%-440.0pp |
| Employer contribution / active EE | $2,295 | $3,129-26.7% | $2,413-4.9% | $4,741-51.6% |
| Participant deferral / active EE | $2,491 | $4,693-46.9% | $3,985-37.5% | $6,401-61.1% |
| Admin fee / account holder | $287 | $9,132-96.9% | $6,835-95.8% | $11,429-97.5% |