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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 | $18,438 | $81,664-77.4% | $70,476-73.8% | $158,966-88.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | -3.76% | 208.59%-212.4pp | 109.12%-112.9pp | 302.95%-306.7pp |
| Employer contribution / active EE | $2,740 | $3,219-14.9% | $2,738+0.1% | $4,762-42.5% |
| Participant deferral / active EE | $3,596 | $4,556-21.1% | $3,710-3.1% | $5,983-39.9% |
| Admin fee / account holder | $138 | $6,197-97.8% | $3,847-96.4% | $11,250-98.8% |