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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 | $27,504 | $75,832-63.7% | $147,617-81.4% | $59,633-53.9% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -4.85% | 0.37%-5.2pp | 61.98%-66.8pp | 2041.45%-2046.3pp |
| Employer contribution / active EE | $4,483 | $3,485+28.7% | $5,564-19.4% | $2,203+103.5% |
| Participant deferral / active EE | $4,152 | $3,131+32.6% | $4,895-15.2% | $3,192+30.1% |
| Admin fee / account holder | $192 | $5,986-96.8% | $11,612-98.3% | $4,297-95.5% |