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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 | $32,846 | $135,956-75.8% | $123,894-73.5% | $273,972-88.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -0.21% | 56.63%-56.8pp | 47.52%-47.7pp | 41.46%-41.7pp |
| Employer contribution / active EE | $1,950 | $5,170-62.3% | $4,617-57.8% | $4,869-59.9% |
| Participant deferral / active EE | $18,000 | $6,343+183.8% | $5,984+200.8% | $5,287+240.4% |
| Admin fee / account holder | $50 | $9,817-99.5% | $8,357-99.4% | $10,133-99.5% |