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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 | $16,002 | $90,486-82.3% | $78,676-79.7% | $273,972-94.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -5.89% | 75.62%-81.5pp | 62.19%-68.1pp | 41.46%-47.3pp |
| Employer contribution / active EE | $1,903 | $3,175-40.1% | $2,850-33.2% | $4,869-60.9% |
| Participant deferral / active EE | $2,072 | $3,901-46.9% | $3,517-41.1% | $5,287-60.8% |
| Admin fee / account holder | $13 | $5,263-99.7% | $4,510-99.7% | $10,133-99.9% |