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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 | $14,588 | $95,188-84.7% | $76,518-80.9% | $135,380-89.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -13.82% | 4.85%-18.7pp | -0.27%-13.6pp | 519.81%-533.6pp |
| Employer contribution / active EE | $2,807 | $3,303-15.0% | $2,647+6.0% | $4,779-41.3% |
| Participant deferral / active EE | $3,237 | $4,640-30.2% | $3,836-15.6% | $5,609-42.3% |
| Admin fee / account holder | $41 | $6,249-99.3% | $4,849-99.2% | $10,828-99.6% |