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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 | $19,092 | $77,638-75.4% | $156,551-87.8% | $62,881-69.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | -1.74% | 50.33%-52.1pp | 32.23%-34.0pp | 20.14%-21.9pp |
| Employer contribution / active EE | $1,370 | $3,444-60.2% | $5,501-75.1% | $2,281-39.9% |
| Participant deferral / active EE | $2,526 | $3,046-17.0% | $4,871-48.1% | $3,203-21.1% |
| Admin fee / account holder | $136 | $5,561-97.6% | $13,028-99.0% | $4,296-96.8% |