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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 | $103,000-86.3% | $90,300-84.4% | $152,885-90.8% |
| Participation rate | 94.4% | 75.9%+18.6pp | 73.3%+21.2pp | 82.5%+12.0pp |
| Annual return | -0.32% | 95.19%-95.5pp | 78.11%-78.4pp | 345.39%-345.7pp |
| Employer contribution / active EE | $1,935 | $3,138-38.4% | $2,854-32.2% | $4,763-59.4% |
| Participant deferral / active EE | $3,376 | $4,281-21.1% | $3,884-13.1% | $5,851-42.3% |
| Admin fee / account holder | $146 | $6,173-97.6% | $5,353-97.3% | $11,598-98.7% |