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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 | $54,894 | $131,835-58.4% | $108,582-49.4% | $273,970-80.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 0.38% | -91.57%+91.9pp | -51.70%+52.1pp | 41.46%-41.1pp |
| Employer contribution / active EE | $2,139 | $4,913-56.5% | $3,758-43.1% | $4,869-56.1% |
| Participant deferral / active EE | $9,155 | $5,127+78.5% | $4,311+112.4% | $5,287+73.2% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,132-100.0% |