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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 | $52,080 | $124,330-58.1% | $109,173-52.3% | $167,536-68.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | -7.10% | 26.04%-33.1pp | 25.75%-32.9pp | 478.82%-485.9pp |
| Employer contribution / active EE | $1,704 | $4,209-59.5% | $3,723-54.2% | $4,839-64.8% |
| Participant deferral / active EE | $1,942 | $5,256-63.1% | $4,654-58.3% | $6,342-69.4% |
| Admin fee / account holder | $102 | $7,974-98.7% | $6,755-98.5% | $12,315-99.2% |