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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 | $34,006 | $43,730-22.2% | $121,220-71.9% | $64,173-47.0% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.8%+28.2pp | 69.6%+30.4pp |
| Annual return | -8.37% | 68.94%-77.3pp | 16.94%-25.3pp | 7.63%-16.0pp |
| Employer contribution / active EE | $3,822 | $1,297+194.7% | $4,023-5.0% | $2,381+60.5% |
| Participant deferral / active EE | $4,515 | $2,281+98.0% | $3,345+35.0% | $3,470+30.1% |
| Admin fee / account holder | $100 | $3,502-97.1% | $5,021-98.0% | $4,887-98.0% |