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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 | $25,842 | $185,312-86.1% | $161,489-84.0% | $154,746-83.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | -11.93% | 103.84%-115.8pp | 89.72%-101.7pp | 172.34%-184.3pp |
| Employer contribution / active EE | $2,062 | $4,769-56.8% | $4,268-51.7% | $4,379-52.9% |
| Participant deferral / active EE | $2,621 | $6,350-58.7% | $5,630-53.4% | $6,730-61.1% |
| Admin fee / account holder | $10 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |