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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 | $25,393 | $115,917-78.1% | $100,535-74.7% | $158,982-84.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | -1.37% | 34.80%-36.2pp | 30.90%-32.3pp | 302.99%-304.4pp |
| Employer contribution / active EE | $1,936 | $4,105-52.8% | $3,419-43.4% | $4,763-59.4% |
| Participant deferral / active EE | $0 | $6,677-100.0% | $6,271-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $11,002-100.0% | $8,085-100.0% | $11,252-100.0% |