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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 | $32,572 | $69,541-53.2% | $59,899-45.6% | $135,380-75.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -11.14% | 7.95%-19.1pp | 3.46%-14.6pp | 519.81%-530.9pp |
| Employer contribution / active EE | $3,504 | $3,236+8.3% | $2,723+28.7% | $4,779-26.7% |
| Participant deferral / active EE | $6,030 | $4,206+43.4% | $3,402+77.2% | $5,609+7.5% |
| Admin fee / account holder | $273 | $5,737-95.2% | $3,592-92.4% | $10,828-97.5% |