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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 | $20,933 | $106,247-80.3% | $96,515-78.3% | $139,466-85.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | -2.38% | 38.47%-40.8pp | 35.73%-38.1pp | 373.66%-376.0pp |
| Employer contribution / active EE | $4,247 | $4,106+3.4% | $3,740+13.6% | $4,754-10.7% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $246 | $7,885-96.9% | $6,735-96.4% | $11,409-97.8% |