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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 | $30,549 | $106,923-71.4% | $84,023-63.6% | $152,909-80.0% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 2.13% | 105.02%-102.9pp | 71.32%-69.2pp | 345.46%-343.3pp |
| Employer contribution / active EE | $5,236 | $2,735+91.4% | $1,984+163.9% | $4,764+9.9% |
| Participant deferral / active EE | $2,867 | $4,013-28.6% | $3,239-11.5% | $5,851-51.0% |
| Admin fee / account holder | $141 | $8,289-98.3% | $6,102-97.7% | $11,601-98.8% |