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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 | $30,521 | $103,392-70.5% | $87,104-65.0% | $152,897-80.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | -3.02% | 28.10%-31.1pp | 28.19%-31.2pp | 345.43%-348.5pp |
| Employer contribution / active EE | $4,732 | $3,221+46.9% | $2,521+87.7% | $4,764-0.7% |
| Participant deferral / active EE | $4,782 | $4,778+0.1% | $4,048+18.1% | $5,851-18.3% |
| Admin fee / account holder | $250 | $12,194-97.9% | $7,491-96.7% | $11,599-97.8% |