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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 | $21,366 | $93,346-77.1% | $71,796-70.2% | $273,972-92.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | -5.89% | 130.39%-136.3pp | 78.04%-83.9pp | 41.46%-47.3pp |
| Employer contribution / active EE | $729 | $2,733-73.3% | $1,924-62.1% | $4,869-85.0% |
| Participant deferral / active EE | $2,411 | $3,475-30.6% | $2,794-13.7% | $5,287-54.4% |
| Admin fee / account holder | $203 | $6,571-96.9% | $4,815-95.8% | $10,133-98.0% |