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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 | $43,439 | $90,486-52.0% | $78,676-44.8% | $273,972-84.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -1.70% | 75.62%-77.3pp | 62.19%-63.9pp | 41.46%-43.2pp |
| Employer contribution / active EE | $1,044 | $3,175-67.1% | $2,850-63.4% | $4,869-78.5% |
| Participant deferral / active EE | $3,519 | $3,901-9.8% | $3,517+0.1% | $5,287-33.4% |
| Admin fee / account holder | $106 | $5,263-98.0% | $4,510-97.6% | $10,133-99.0% |