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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 | $44,155 | $90,504-51.2% | $78,690-43.9% | $273,965-83.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -1.37% | 75.61%-77.0pp | 62.18%-63.5pp | 41.45%-42.8pp |
| Employer contribution / active EE | $2,101 | $3,176-33.8% | $2,851-26.3% | $4,869-56.8% |
| Participant deferral / active EE | $2,291 | $3,901-41.3% | $3,517-34.9% | $5,287-56.7% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,511-100.0% | $10,132-100.0% |