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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 | $20,820 | $92,219-77.4% | $76,766-72.9% | $135,382-84.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -21.66% | 5.46%-27.1pp | 2.43%-24.1pp | 519.77%-541.4pp |
| Employer contribution / active EE | $2,196 | $3,216-31.7% | $2,485-11.6% | $4,779-54.0% |
| Participant deferral / active EE | $13,146 | $4,508+191.6% | $3,851+241.3% | $5,609+134.4% |
| Admin fee / account holder | $197 | $10,749-98.2% | $6,675-97.1% | $10,829-98.2% |