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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 | $61,828 | $78,423-21.2% | $95,964-35.6% | $79,856-22.6% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | -1.39% | 19.37%-20.8pp | 91.64%-93.0pp | 31.71%-33.1pp |
| Employer contribution / active EE | $1,316 | $1,945-32.4% | $2,541-48.2% | $2,471-46.8% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $75 | $5,622-98.7% | $6,797-98.9% | $5,306-98.6% |