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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 | $14,746 | $75,935-80.6% | $60,547-75.6% | $125,389-88.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -4.54% | -5.38%+0.8pp | 335.64%-340.2pp | 282.24%-286.8pp |
| Employer contribution / active EE | $1,096 | $3,438-68.1% | $2,419-54.7% | $4,866-77.5% |
| Participant deferral / active EE | $4,333 | $4,506-3.8% | $3,328+30.2% | $5,352-19.0% |
| Admin fee / account holder | $287 | $6,768-95.8% | $4,536-93.7% | $9,541-97.0% |