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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 | $51,636 | $90,486-42.9% | $78,676-34.4% | $273,972-81.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -4.02% | 75.62%-79.6pp | 62.19%-66.2pp | 41.46%-45.5pp |
| Employer contribution / active EE | $2,639 | $3,175-16.9% | $2,850-7.4% | $4,869-45.8% |
| Participant deferral / active EE | $4,529 | $3,901+16.1% | $3,517+28.8% | $5,287-14.3% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |