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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 | $24,571 | $132,634-81.5% | $115,768-78.8% | $137,256-82.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | -0.75% | 160.70%-161.4pp | 100.46%-101.2pp | 220.34%-221.1pp |
| Employer contribution / active EE | $1,590 | $3,360-52.7% | $2,940-45.9% | $4,156-61.8% |
| Participant deferral / active EE | $4,327 | $5,619-23.0% | $4,917-12.0% | $6,407-32.5% |
| Admin fee / account holder | $164 | $15,028-98.9% | $12,439-98.7% | $12,270-98.7% |