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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 | $30,293 | $72,404-58.2% | $110,243-72.5% | $64,173-52.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -8.02% | -6.29%-1.7pp | 314.76%-322.8pp | 7.63%-15.7pp |
| Employer contribution / active EE | $4,604 | $2,282+101.8% | $3,827+20.3% | $2,381+93.4% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $5,664-100.0% | $8,548-100.0% | $4,887-100.0% |