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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 | $51,743 | $99,652-48.1% | $78,778-34.3% | $147,586-64.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | -8.95% | 47.28%-56.2pp | 35.62%-44.6pp | 578.59%-587.5pp |
| Employer contribution / active EE | $860 | $2,796-69.2% | $1,986-56.7% | $4,876-82.4% |
| Participant deferral / active EE | $1,117 | $3,664-69.5% | $2,958-62.2% | $5,439-79.5% |
| Admin fee / account holder | $58 | $7,155-99.2% | $5,134-98.9% | $10,886-99.5% |