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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 | $41,189 | $197,819-79.2% | $155,789-73.6% | $125,389-67.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -5.74% | 86.73%-92.5pp | 71.54%-77.3pp | 282.24%-288.0pp |
| Employer contribution / active EE | $1,087 | $4,850-77.6% | $3,839-71.7% | $4,866-77.7% |
| Participant deferral / active EE | $14,775 | $5,631+162.4% | $4,798+208.0% | $5,352+176.1% |
| Admin fee / account holder | $273 | $9,544-97.1% | $7,477-96.3% | $9,541-97.1% |