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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 | $16,391 | $95,188-82.8% | $76,518-78.6% | $135,379-87.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -29.93% | 4.85%-34.8pp | -0.27%-29.7pp | 519.79%-549.7pp |
| Employer contribution / active EE | $2,344 | $3,303-29.0% | $2,647-11.5% | $4,779-51.0% |
| Participant deferral / active EE | $11,057 | $4,640+138.3% | $3,836+188.3% | $5,609+97.1% |
| Admin fee / account holder | $67 | $6,249-98.9% | $4,849-98.6% | $10,828-99.4% |