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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 | $36,331 | $100,805-64.0% | $86,698-58.1% | $134,532-73.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -20.43% | 29.09%-49.5pp | 35.95%-56.4pp | 418.27%-438.7pp |
| Employer contribution / active EE | $878 | $3,490-74.8% | $2,837-69.0% | $4,741-81.5% |
| Participant deferral / active EE | $2,993 | $5,339-43.9% | $4,656-35.7% | $6,401-53.2% |
| Admin fee / account holder | $86 | $10,925-99.2% | $7,493-98.8% | $11,429-99.2% |