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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 | $77,449-38.4% | $69,483-31.3% | $152,909-68.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | -13.85% | 39.09%-52.9pp | 28.99%-42.8pp | 345.46%-359.3pp |
| Employer contribution / active EE | $1,174 | $3,316-64.6% | $2,780-57.8% | $4,764-75.4% |
| Participant deferral / active EE | $2,347 | $4,415-46.8% | $3,537-33.6% | $5,851-59.9% |
| Admin fee / account holder | $208 | $6,210-96.7% | $3,841-94.6% | $11,601-98.2% |