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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 | $31,799 | $57,352-44.6% | $83,830-62.1% | $64,173-50.4% |
| Participation rate | 93.9% | 68.6%+25.3pp | 76.1%+17.7pp | 69.6%+24.3pp |
| Annual return | -9.89% | 11.38%-21.3pp | 850.97%-860.9pp | 7.63%-17.5pp |
| Employer contribution / active EE | $3,486 | $2,546+37.0% | $3,631-4.0% | $2,381+46.4% |
| Participant deferral / active EE | $7,434 | $2,993+148.4% | $4,082+82.1% | $3,470+114.3% |
| Admin fee / account holder | $109 | $4,046-97.3% | $5,479-98.0% | $4,887-97.8% |