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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 | $33,219 | $64,311-48.3% | $57,356-42.1% | $125,389-73.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -3.55% | 25.14%-28.7pp | 24.41%-28.0pp | 282.24%-285.8pp |
| Employer contribution / active EE | $950 | $3,193-70.2% | $2,689-64.7% | $4,866-80.5% |
| Participant deferral / active EE | $950 | $3,846-75.3% | $3,162-70.0% | $5,352-82.2% |
| Admin fee / account holder | $20 | $5,243-99.6% | $3,357-99.4% | $9,541-99.8% |