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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 | $41,016 | $78,694-47.9% | $67,652-39.4% | $125,389-67.3% |
| Participation rate | 88.9% | 78.8%+10.1pp | 75.7%+13.2pp | 83.2%+5.7pp |
| Annual return | -7.51% | 9.46%-17.0pp | 6625.40%-6632.9pp | 282.24%-289.7pp |
| Employer contribution / active EE | $1,114 | $3,044-63.4% | $2,266-50.8% | $4,866-77.1% |
| Participant deferral / active EE | $3,622 | $4,292-15.6% | $3,560+1.8% | $5,352-32.3% |
| Admin fee / account holder | $12 | $7,403-99.8% | $4,821-99.8% | $9,541-99.9% |