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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 | $43,347 | $86,701-50.0% | $73,309-40.9% | $125,388-65.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -3.68% | 2.78%-6.5pp | 5.67%-9.4pp | 282.24%-285.9pp |
| Employer contribution / active EE | $2,901 | $4,152-30.1% | $3,237-10.4% | $4,866-40.4% |
| Participant deferral / active EE | $7,124 | $5,549+28.4% | $4,991+42.7% | $5,352+33.1% |
| Admin fee / account holder | $0 | $7,768-100.0% | $5,635-100.0% | $9,541-100.0% |