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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 | $31,771 | $77,817-59.2% | $123,553-74.3% | $64,173-50.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -9.69% | 12.49%-22.2pp | 119.21%-128.9pp | 7.63%-17.3pp |
| Employer contribution / active EE | $3,857 | $3,014+28.0% | $4,628-16.7% | $2,381+62.0% |
| Participant deferral / active EE | $4,359 | $5,240-16.8% | $6,426-32.2% | $3,470+25.6% |
| Admin fee / account holder | $127 | $5,519-97.7% | $9,284-98.6% | $4,887-97.4% |