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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 | $68,082 | $104,650-34.9% | $83,854-18.8% | $155,188-56.1% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.1%+40.9pp | 80.8%+19.2pp |
| Annual return | -3.95% | 28.97%-32.9pp | 31.39%-35.3pp | 148.84%-152.8pp |
| Employer contribution / active EE | $250 | $1,196-79.1% | $1,017-75.4% | $4,248-94.1% |
| Participant deferral / active EE | $0 | $2,367-100.0% | $2,035-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $3,518-100.0% | $3,197-100.0% | $14,480-100.0% |