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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 | $66,664 | $91,198-26.9% | $178,503-62.7% | $79,856-16.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | -0.73% | 24.20%-24.9pp | 151.12%-151.8pp | 31.71%-32.4pp |
| Employer contribution / active EE | $3,066 | $3,257-5.9% | $5,011-38.8% | $2,471+24.1% |
| Participant deferral / active EE | $4,451 | $3,237+37.5% | $5,202-14.4% | $3,741+19.0% |
| Admin fee / account holder | $70 | $6,748-99.0% | $13,987-99.5% | $5,306-98.7% |