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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 | $41,599 | $45,566-8.7% | $64,105-35.1% | $59,633-30.2% |
| Participation rate | 80.0% | 60.2%+19.8pp | 68.2%+11.8pp | 68.7%+11.3pp |
| Annual return | -3.44% | 4.95%-8.4pp | 791.24%-794.7pp | 2041.45%-2044.9pp |
| Employer contribution / active EE | $1,218 | $934+30.4% | $1,820-33.1% | $2,203-44.7% |
| Participant deferral / active EE | $3,040 | $2,057+47.8% | $2,822+7.7% | $3,192-4.8% |
| Admin fee / account holder | $146 | $3,268-95.5% | $4,499-96.8% | $4,297-96.6% |