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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 | $19,804 | $42,383-53.3% | $76,518-74.1% | $64,173-69.1% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -10.38% | -16.54%+6.2pp | -0.27%-10.1pp | 7.63%-18.0pp |
| Employer contribution / active EE | $5,634 | $1,563+260.4% | $2,647+112.8% | $2,381+136.6% |
| Participant deferral / active EE | $0 | $2,566-100.0% | $3,836-100.0% | $3,470-100.0% |
| Admin fee / account holder | $191 | $3,198-94.0% | $4,849-96.1% | $4,887-96.1% |