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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 | $16,804 | $110,379-84.8% | $102,412-83.6% | $145,884-88.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | -7.94% | 24.84%-32.8pp | 24.94%-32.9pp | 551.85%-559.8pp |
| Employer contribution / active EE | $2,006 | $4,216-52.4% | $3,870-48.2% | $4,662-57.0% |
| Participant deferral / active EE | $6,947 | $5,622+23.6% | $5,060+37.3% | $6,690+3.8% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |