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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 | $43,871 | $90,486-51.5% | $78,676-44.2% | $273,972-84.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -2.24% | 75.62%-77.9pp | 62.19%-64.4pp | 41.46%-43.7pp |
| Employer contribution / active EE | $9,976 | $3,175+214.2% | $2,850+250.0% | $4,869+104.9% |
| Participant deferral / active EE | $3,744 | $3,901-4.0% | $3,517+6.5% | $5,287-29.2% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |