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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 | $30,185 | $211,946-85.8% | $169,452-82.2% | $135,379-77.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.51% | 3.26%-13.8pp | 1.83%-12.3pp | 519.79%-530.3pp |
| Employer contribution / active EE | $2,673 | $5,117-47.8% | $4,157-35.7% | $4,779-44.1% |
| Participant deferral / active EE | $6,172 | $6,075+1.6% | $5,277+17.0% | $5,609+10.0% |
| Admin fee / account holder | $264 | $11,472-97.7% | $9,110-97.1% | $10,828-97.6% |