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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 | $45,867 | $90,486-49.3% | $78,676-41.7% | $273,972-83.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -1.24% | 75.62%-76.9pp | 62.19%-63.4pp | 41.46%-42.7pp |
| Employer contribution / active EE | $4,238 | $3,175+33.5% | $2,850+48.7% | $4,869-12.9% |
| Participant deferral / active EE | $7,190 | $3,901+84.3% | $3,517+104.5% | $5,287+36.0% |
| Admin fee / account holder | $254 | $5,263-95.2% | $4,510-94.4% | $10,133-97.5% |