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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 | $13,779 | $91,911-85.0% | $68,793-80.0% | $135,382-89.8% |
| Participation rate | 83.3% | 76.7%+6.6pp | 72.2%+11.1pp | 82.6%+0.7pp |
| Annual return | -11.29% | -8.22%-3.1pp | -4.63%-6.7pp | 519.77%-531.1pp |
| Employer contribution / active EE | $1,941 | $3,924-50.5% | $2,625-26.0% | $4,779-59.4% |
| Participant deferral / active EE | $2,289 | $4,315-47.0% | $3,311-30.9% | $5,609-59.2% |
| Admin fee / account holder | $71 | $9,240-99.2% | $5,131-98.6% | $10,829-99.3% |