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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 | $53,857 | $111,301-51.6% | $112,977-52.3% | $158,950-66.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | -5.07% | 26.40%-31.5pp | 24.24%-29.3pp | 302.91%-308.0pp |
| Employer contribution / active EE | $1,846 | $4,471-58.7% | $4,255-56.6% | $4,762-61.2% |
| Participant deferral / active EE | $0 | $5,880-100.0% | $5,836-100.0% | $5,983-100.0% |
| Admin fee / account holder | $214 | $8,392-97.5% | $6,294-96.6% | $11,248-98.1% |