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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 | $25,687 | $48,050-46.5% | $85,969-70.1% | $59,633-56.9% |
| Participation rate | 88.0% | 64.5%+23.5pp | 76.5%+11.5pp | 68.7%+19.3pp |
| Annual return | -6.66% | 0.29%-7.0pp | 9.32%-16.0pp | 2041.45%-2048.1pp |
| Employer contribution / active EE | $10,288 | $1,640+527.5% | $3,474+196.1% | $2,203+367.1% |
| Participant deferral / active EE | $2,987 | $2,249+32.8% | $3,829-22.0% | $3,192-6.4% |
| Admin fee / account holder | $232 | $3,206-92.8% | $6,053-96.2% | $4,297-94.6% |