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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 | $31,790 | $93,346-65.9% | $71,796-55.7% | $273,972-88.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | -0.56% | 130.39%-130.9pp | 78.04%-78.6pp | 41.46%-42.0pp |
| Employer contribution / active EE | $13,504 | $2,733+394.1% | $1,924+601.7% | $4,869+177.4% |
| Participant deferral / active EE | $7,143 | $3,475+105.5% | $2,794+155.6% | $5,287+35.1% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |