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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 | $40,239 | $86,701-53.6% | $73,309-45.1% | $125,388-67.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -7.67% | 2.78%-10.4pp | 5.67%-13.3pp | 282.24%-289.9pp |
| Employer contribution / active EE | $1,463 | $4,152-64.8% | $3,237-54.8% | $4,866-69.9% |
| Participant deferral / active EE | $12,049 | $5,549+117.1% | $4,991+141.4% | $5,352+125.1% |
| Admin fee / account holder | $273 | $7,768-96.5% | $5,635-95.2% | $9,541-97.1% |