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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 | $36,935 | $96,558-61.7% | $80,977-54.4% | $273,972-86.5% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | -3.42% | 15.14%-18.6pp | 17.11%-20.5pp | 41.46%-44.9pp |
| Employer contribution / active EE | $2,435 | $4,869-50.0% | $3,715-34.4% | $4,869-50.0% |
| Participant deferral / active EE | $3,071 | $6,598-53.5% | $5,696-46.1% | $5,287-41.9% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |