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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 | $87,109 | $211,946-58.9% | $169,452-48.6% | $135,379-35.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.62% | 3.26%-13.9pp | 1.83%-12.5pp | 519.79%-530.4pp |
| Employer contribution / active EE | $13,313 | $5,117+160.2% | $4,157+220.3% | $4,779+178.6% |
| Participant deferral / active EE | $6,676 | $6,075+9.9% | $5,277+26.5% | $5,609+19.0% |
| Admin fee / account holder | $48 | $11,472-99.6% | $9,110-99.5% | $10,828-99.6% |