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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 | $29,213 | $103,949-71.9% | $69,182-57.8% | $273,972-89.3% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | -7.10% | 35.28%-42.4pp | -21.93%+14.8pp | 41.46%-48.6pp |
| Employer contribution / active EE | $663 | $1,783-62.8% | $1,206-45.0% | $4,869-86.4% |
| Participant deferral / active EE | $1,638 | $2,716-39.7% | $1,897-13.7% | $5,287-69.0% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |