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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 | $29,007 | $211,946-86.3% | $169,452-82.9% | $135,379-78.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.61% | 3.26%-12.9pp | 1.83%-11.4pp | 519.79%-529.4pp |
| Employer contribution / active EE | $3,030 | $5,117-40.8% | $4,157-27.1% | $4,779-36.6% |
| Participant deferral / active EE | $1,525 | $6,075-74.9% | $5,277-71.1% | $5,609-72.8% |
| Admin fee / account holder | $256 | $11,472-97.8% | $9,110-97.2% | $10,828-97.6% |