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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 | $29,319 | $52,678-44.3% | $75,784-61.3% | $59,633-50.8% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -5.20% | 2.95%-8.2pp | 9.68%-14.9pp | 2041.45%-2046.7pp |
| Employer contribution / active EE | $5,057 | $2,193+130.5% | $3,323+52.2% | $2,203+129.6% |
| Participant deferral / active EE | $2,486 | $2,591-4.0% | $3,652-31.9% | $3,192-22.1% |
| Admin fee / account holder | $154 | $3,610-95.7% | $5,300-97.1% | $4,297-96.4% |