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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 | $18,407 | $97,027-81.0% | $83,323-77.9% | $135,382-86.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -89.30% | 12.31%-101.6pp | 10.63%-99.9pp | 519.77%-609.1pp |
| Employer contribution / active EE | $5,635 | $4,143+36.0% | $3,379+66.8% | $4,779+17.9% |
| Participant deferral / active EE | $12,577 | $5,964+110.9% | $5,565+126.0% | $5,609+124.2% |
| Admin fee / account holder | $0 | $8,427-100.0% | $7,539-100.0% | $10,829-100.0% |