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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 | $29,922 | $90,486-66.9% | $78,676-62.0% | $273,972-89.1% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | -4.13% | 75.62%-79.7pp | 62.19%-66.3pp | 41.46%-45.6pp |
| Employer contribution / active EE | $2,673 | $3,175-15.8% | $2,850-6.2% | $4,869-45.1% |
| Participant deferral / active EE | $2,818 | $3,901-27.8% | $3,517-19.9% | $5,287-46.7% |
| Admin fee / account holder | $121 | $5,263-97.7% | $4,510-97.3% | $10,133-98.8% |