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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 | $13,289 | $95,917-86.1% | $79,583-83.3% | $134,545-90.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -22.26% | -2.70%-19.6pp | 0.16%-22.4pp | 418.37%-440.6pp |
| Employer contribution / active EE | $2,790 | $3,129-10.8% | $2,414+15.6% | $4,742-41.2% |
| Participant deferral / active EE | $9,130 | $4,694+94.5% | $3,986+129.1% | $6,401+42.6% |
| Admin fee / account holder | $104 | $9,132-98.9% | $6,835-98.5% | $11,431-99.1% |