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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 | $14,821 | $69,518-78.7% | $59,887-75.3% | $135,379-89.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -13.97% | 7.95%-21.9pp | 3.46%-17.4pp | 519.79%-533.8pp |
| Employer contribution / active EE | $2,606 | $3,235-19.4% | $2,722-4.3% | $4,779-45.5% |
| Participant deferral / active EE | $6,692 | $4,204+59.2% | $3,402+96.7% | $5,609+19.3% |
| Admin fee / account holder | $15 | $5,734-99.7% | $3,591-99.6% | $10,828-99.9% |