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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 | $91,301 | $106,749-14.5% | $145,433-37.2% | $82,448+10.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | -0.17% | 27.59%-27.8pp | 66.58%-66.7pp | 41.64%-41.8pp |
| Employer contribution / active EE | $1,735 | $3,444-49.6% | $4,554-61.9% | $2,551-32.0% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $21 | $8,390-99.7% | $13,129-99.8% | $7,234-99.7% |