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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 | $22,027 | $92,219-76.1% | $76,766-71.3% | $135,382-83.7% |
| Participation rate | 90.0% | 79.8%+10.2pp | 77.0%+13.0pp | 82.6%+7.4pp |
| Annual return | -17.88% | 5.46%-23.3pp | 2.43%-20.3pp | 519.77%-537.7pp |
| Employer contribution / active EE | $2,875 | $3,216-10.6% | $2,485+15.7% | $4,779-39.8% |
| Participant deferral / active EE | $6,587 | $4,508+46.1% | $3,851+71.0% | $5,609+17.4% |
| Admin fee / account holder | $184 | $10,749-98.3% | $6,675-97.2% | $10,829-98.3% |