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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 | $80,394 | $113,338-29.1% | $94,993-15.4% | $147,586-45.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | -3.63% | 20.80%-24.4pp | 27.14%-30.8pp | 578.59%-582.2pp |
| Employer contribution / active EE | $681 | $3,160-78.4% | $2,603-73.8% | $4,876-86.0% |
| Participant deferral / active EE | $800 | $3,777-78.8% | $3,317-75.9% | $5,439-85.3% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |