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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 | $40,683 | $77,817-47.7% | $123,553-67.1% | $64,173-36.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -8.43% | 12.49%-20.9pp | 119.21%-127.6pp | 7.63%-16.1pp |
| Employer contribution / active EE | $7,577 | $3,014+151.4% | $4,628+63.7% | $2,381+218.2% |
| Participant deferral / active EE | $7,146 | $5,240+36.4% | $6,426+11.2% | $3,470+106.0% |
| Admin fee / account holder | $66 | $5,519-98.8% | $9,284-99.3% | $4,887-98.6% |