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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 | $73,242 | $129,737-43.5% | $119,126-38.5% | $154,746-52.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | -3.65% | 379.08%-382.7pp | 282.11%-285.8pp | 172.34%-176.0pp |
| Employer contribution / active EE | $1,750 | $4,375-60.0% | $4,034-56.6% | $4,379-60.0% |
| Participant deferral / active EE | $10,342 | $5,842+77.0% | $5,318+94.5% | $6,730+53.7% |
| Admin fee / account holder | $103 | $11,961-99.1% | $10,693-99.0% | $14,365-99.3% |