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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 | $13,321 | $73,863-82.0% | $143,797-90.7% | $68,490-80.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -25.84% | 0.91%-26.7pp | -0.04%-25.8pp | -7.85%-18.0pp |
| Employer contribution / active EE | $4,749 | $3,185+49.1% | $4,952-4.1% | $2,597+82.9% |
| Participant deferral / active EE | $3,521 | $3,385+4.0% | $5,638-37.6% | $4,028-12.6% |
| Admin fee / account holder | $27 | $5,756-99.5% | $14,679-99.8% | $5,403-99.5% |