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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 | $50,773 | $97,027-47.7% | $83,323-39.1% | $135,382-62.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.35% | 12.31%-22.7pp | 10.63%-21.0pp | 519.77%-530.1pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $18,500 | $5,964+210.2% | $5,565+232.4% | $5,609+229.8% |
| Admin fee / account holder | $67 | $8,427-99.2% | $7,539-99.1% | $10,829-99.4% |