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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 | $12,766 | $69,518-81.6% | $59,883-78.7% | $135,382-90.6% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.7%+5.3pp | 82.6%-2.6pp |
| Annual return | -18.09% | 7.95%-26.0pp | 3.46%-21.6pp | 519.77%-537.9pp |
| Employer contribution / active EE | $2,466 | $3,235-23.8% | $2,722-9.4% | $4,779-48.4% |
| Participant deferral / active EE | $6,748 | $4,204+60.5% | $3,402+98.4% | $5,609+20.3% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,591-100.0% | $10,829-100.0% |