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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 | $28,639 | $95,383-70.0% | $185,837-84.6% | $85,856-66.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 2.04% | 23.59%-21.5pp | 122.08%-120.0pp | 318.58%-316.5pp |
| Employer contribution / active EE | $2,553 | $3,313-22.9% | $5,168-50.6% | $2,565-0.5% |
| Participant deferral / active EE | $2,520 | $3,423-26.4% | $5,568-54.7% | $3,952-36.2% |
| Admin fee / account holder | $98 | $7,213-98.6% | $16,241-99.4% | $6,261-98.4% |