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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 | $35,219 | $90,486-61.1% | $78,676-55.2% | $273,972-87.1% |
| Participation rate | 95.2% | 76.5%+18.7pp | 73.6%+21.7pp | 83.0%+12.2pp |
| Annual return | -3.93% | 75.62%-79.5pp | 62.19%-66.1pp | 41.46%-45.4pp |
| Employer contribution / active EE | $1,190 | $3,175-62.5% | $2,850-58.2% | $4,869-75.5% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $100 | $5,263-98.1% | $4,510-97.8% | $10,133-99.0% |