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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 | $24,847 | $90,590-72.6% | $90,782-72.6% | $135,380-81.6% |
| Participation rate | 88.9% | 83.7%+5.1pp | 82.7%+6.2pp | 82.6%+6.2pp |
| Annual return | -9.80% | -3.40%-6.4pp | -3.42%-6.4pp | 519.81%-529.6pp |
| Employer contribution / active EE | $2,017 | $4,352-53.7% | $4,105-50.9% | $4,779-57.8% |
| Participant deferral / active EE | $2,221 | $5,407-58.9% | $5,366-58.6% | $5,609-60.4% |
| Admin fee / account holder | $12 | $7,683-99.8% | $5,908-99.8% | $10,828-99.9% |