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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 | $33,068 | $85,790-61.5% | $67,313-50.9% | $135,380-75.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -13.57% | -0.54%-13.0pp | -4.08%-9.5pp | 519.81%-533.4pp |
| Employer contribution / active EE | $8,535 | $3,487+144.7% | $2,566+232.7% | $4,779+78.6% |
| Participant deferral / active EE | $6,182 | $4,651+32.9% | $3,568+73.3% | $5,609+10.2% |
| Admin fee / account holder | $272 | $6,392-95.7% | $4,507-94.0% | $10,828-97.5% |