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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 | $32,981 | $84,518-61.0% | $67,704-51.3% | $125,389-73.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -4.26% | 2.57%-6.8pp | 25.41%-29.7pp | 282.24%-286.5pp |
| Employer contribution / active EE | $745 | $3,292-77.4% | $2,559-70.9% | $4,866-84.7% |
| Participant deferral / active EE | $4,151 | $4,430-6.3% | $3,585+15.8% | $5,352-22.4% |
| Admin fee / account holder | $279 | $5,340-94.8% | $4,255-93.4% | $9,541-97.1% |