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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 | $47,733 | $77,419-38.3% | $69,461-31.3% | $152,870-68.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | -13.85% | 39.07%-52.9pp | 28.97%-42.8pp | 345.34%-359.2pp |
| Employer contribution / active EE | $1,174 | $3,315-64.6% | $2,779-57.8% | $4,763-75.4% |
| Participant deferral / active EE | $2,347 | $4,414-46.8% | $3,536-33.6% | $5,850-59.9% |
| Admin fee / account holder | $208 | $6,207-96.6% | $3,840-94.6% | $11,597-98.2% |