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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 | $17,801 | $45,865-61.2% | $40,757-56.3% | $125,389-85.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 79.3%+20.7pp | 83.2%+16.8pp |
| Annual return | -7.96% | -1.32%-6.6pp | -0.50%-7.5pp | 282.24%-290.2pp |
| Employer contribution / active EE | $1,641 | $3,697-55.6% | $3,004-45.4% | $4,866-66.3% |
| Participant deferral / active EE | $3,282 | $4,199-21.8% | $3,485-5.8% | $5,352-38.7% |
| Admin fee / account holder | $0 | $5,763-100.0% | $4,272-100.0% | $9,541-100.0% |