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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 | $30,399 | $140,578-78.4% | $100,671-69.8% | $125,389-75.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -3.64% | 24.67%-28.3pp | 20.43%-24.1pp | 282.24%-285.9pp |
| Employer contribution / active EE | $3,820 | $5,965-36.0% | $4,012-4.8% | $4,866-21.5% |
| Participant deferral / active EE | $727 | $3,981-81.7% | $3,144-76.9% | $5,352-86.4% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,541-100.0% |