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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 | $14,121 | $103,038-86.3% | $90,324-84.4% | $152,909-90.8% |
| Participation rate | 94.4% | 75.9%+18.6pp | 73.3%+21.2pp | 82.5%+12.0pp |
| Annual return | -0.32% | 95.25%-95.6pp | 78.15%-78.5pp | 345.46%-345.8pp |
| Employer contribution / active EE | $1,935 | $3,141-38.4% | $2,856-32.3% | $4,764-59.4% |
| Participant deferral / active EE | $3,376 | $4,282-21.2% | $3,885-13.1% | $5,851-42.3% |
| Admin fee / account holder | $146 | $6,177-97.6% | $5,356-97.3% | $11,601-98.7% |