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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 | $25,229 | $69,541-63.7% | $59,899-57.9% | $135,380-81.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -14.05% | 7.95%-22.0pp | 3.46%-17.5pp | 519.81%-533.9pp |
| Employer contribution / active EE | $5,150 | $3,236+59.1% | $2,723+89.1% | $4,779+7.8% |
| Participant deferral / active EE | $8,400 | $4,206+99.7% | $3,402+146.9% | $5,609+49.8% |
| Admin fee / account holder | $0 | $5,737-100.0% | $3,592-100.0% | $10,828-100.0% |