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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 | $40,039 | $131,835-69.6% | $108,582-63.1% | $273,972-85.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 2.10% | -91.57%+93.7pp | -51.70%+53.8pp | 41.46%-39.4pp |
| Employer contribution / active EE | $974 | $4,913-80.2% | $3,758-74.1% | $4,869-80.0% |
| Participant deferral / active EE | $2,297 | $5,127-55.2% | $4,311-46.7% | $5,287-56.6% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |