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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 | $60,700 | $99,345-38.9% | $84,753-28.4% | $273,972-77.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -4.98% | 22.93%-27.9pp | 22.78%-27.8pp | 41.46%-46.4pp |
| Employer contribution / active EE | $13,000 | $4,214+208.5% | $3,574+263.7% | $4,869+167.0% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |