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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 | $52,272 | $57,352-8.9% | $83,831-37.6% | $64,173-18.5% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -8.72% | 11.38%-20.1pp | 850.99%-859.7pp | 7.63%-16.4pp |
| Employer contribution / active EE | $6,143 | $2,546+141.3% | $3,631+69.2% | $2,381+158.0% |
| Participant deferral / active EE | $2,702 | $2,993-9.7% | $4,082-33.8% | $3,470-22.1% |
| Admin fee / account holder | $86 | $4,046-97.9% | $5,479-98.4% | $4,887-98.2% |