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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 | $17,970 | $48,078-62.6% | $78,676-77.2% | $62,881-71.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | -0.73% | 31.36%-32.1pp | 62.19%-62.9pp | 20.14%-20.9pp |
| Employer contribution / active EE | $2,429 | $2,015+20.6% | $2,850-14.8% | $2,281+6.5% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $104 | $3,206-96.8% | $4,510-97.7% | $4,296-97.6% |