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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 | $26,143 | $69,541-62.4% | $59,899-56.4% | $135,380-80.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -9.93% | 7.95%-17.9pp | 3.46%-13.4pp | 519.81%-529.7pp |
| Employer contribution / active EE | $2,421 | $3,236-25.2% | $2,723-11.1% | $4,779-49.3% |
| Participant deferral / active EE | $9,732 | $4,206+131.4% | $3,402+186.0% | $5,609+73.5% |
| Admin fee / account holder | $11 | $5,737-99.8% | $3,592-99.7% | $10,828-99.9% |