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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 | $40,764 | $83,908-51.4% | $68,509-40.5% | $125,393-67.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -5.29% | 14.48%-19.8pp | 8.27%-13.6pp | 282.23%-287.5pp |
| Employer contribution / active EE | $10,240 | $3,031+237.9% | $2,278+349.6% | $4,866+110.4% |
| Participant deferral / active EE | $7,723 | $4,125+87.2% | $3,382+128.3% | $5,351+44.3% |
| Admin fee / account holder | $47 | $8,982-99.5% | $5,275-99.1% | $9,541-99.5% |