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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 | $32,558 | $77,976-58.2% | $81,367-60.0% | $125,389-74.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 82.3%+17.7pp | 83.2%+16.8pp |
| Annual return | -8.14% | -2.85%-5.3pp | -0.92%-7.2pp | 282.24%-290.4pp |
| Employer contribution / active EE | $15,150 | $4,366+247.0% | $3,930+285.5% | $4,866+211.3% |
| Participant deferral / active EE | $4,976 | $5,646-11.9% | $5,383-7.6% | $5,352-7.0% |
| Admin fee / account holder | $135 | $12,476-98.9% | $8,926-98.5% | $9,541-98.6% |