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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 | $36,975 | $58,311-36.6% | $81,882-54.8% | $80,959-54.3% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | -3.04% | 41.85%-44.9pp | 779.47%-782.5pp | 35.67%-38.7pp |
| Employer contribution / active EE | $483 | $2,347-79.4% | $2,916-83.5% | $2,757-82.5% |
| Participant deferral / active EE | $2,679 | $3,287-18.5% | $4,323-38.0% | $4,300-37.7% |
| Admin fee / account holder | $239 | $4,752-95.0% | $7,360-96.8% | $6,925-96.6% |