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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 | $24,945 | $107,809-76.9% | $90,657-72.5% | $135,379-81.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -11.55% | -0.90%-10.7pp | 1.89%-13.4pp | 519.79%-531.3pp |
| Employer contribution / active EE | $2,884 | $3,018-4.4% | $2,532+13.9% | $4,779-39.7% |
| Participant deferral / active EE | $7,533 | $3,872+94.6% | $3,424+120.0% | $5,609+34.3% |
| Admin fee / account holder | $144 | $5,931-97.6% | $4,994-97.1% | $10,828-98.7% |