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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 | $24,719 | $99,032-75.0% | $80,022-69.1% | $135,380-81.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -11.38% | 15.39%-26.8pp | 11.22%-22.6pp | 519.81%-531.2pp |
| Employer contribution / active EE | $4,266 | $3,043+40.2% | $2,468+72.8% | $4,779-10.7% |
| Participant deferral / active EE | $4,295 | $4,282+0.3% | $3,686+16.5% | $5,609-23.4% |
| Admin fee / account holder | $279 | $10,436-97.3% | $6,521-95.7% | $10,828-97.4% |