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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 | $22,154 | $76,551-71.1% | $123,894-82.1% | $62,881-64.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | -4.55% | 18.68%-23.2pp | 47.52%-52.1pp | 20.14%-24.7pp |
| Employer contribution / active EE | $737 | $2,882-74.4% | $4,617-84.0% | $2,281-67.7% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $181 | $4,826-96.3% | $8,357-97.8% | $4,296-95.8% |