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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 | $47,585 | $115,810-58.9% | $101,271-53.0% | $158,966-70.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -2.07% | 56.15%-58.2pp | 46.48%-48.5pp | 302.95%-305.0pp |
| Employer contribution / active EE | $6,940 | $4,175+66.2% | $3,660+89.6% | $4,762+45.7% |
| Participant deferral / active EE | $5,958 | $4,958+20.2% | $4,371+36.3% | $5,983-0.4% |
| Admin fee / account holder | $12 | $7,248-99.8% | $5,948-99.8% | $11,250-99.9% |