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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 | $15,662 | $63,953-75.5% | $54,726-71.4% | $135,380-88.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.1%+20.9pp | 82.6%+17.4pp |
| Annual return | -10.09% | -5.77%-4.3pp | -4.56%-5.5pp | 519.81%-529.9pp |
| Employer contribution / active EE | $3,631 | $4,256-14.7% | $3,449+5.3% | $4,779-24.0% |
| Participant deferral / active EE | $1,760 | $4,810-63.4% | $3,953-55.5% | $5,609-68.6% |
| Admin fee / account holder | $20 | $4,567-99.6% | $3,818-99.5% | $10,828-99.8% |