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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 | $22,816 | $93,346-75.6% | $71,796-68.2% | $273,970-91.7% |
| Participation rate | 88.9% | 76.5%+12.4pp | 69.1%+19.8pp | 83.0%+5.9pp |
| Annual return | -1.30% | 130.39%-131.7pp | 78.04%-79.3pp | 41.46%-42.8pp |
| Employer contribution / active EE | $6,967 | $2,733+154.9% | $1,924+262.0% | $4,869+43.1% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $293 | $6,571-95.5% | $4,815-93.9% | $10,132-97.1% |