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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 | $20,351 | $81,358-75.0% | $155,556-86.9% | $80,959-74.9% |
| Participation rate | 92.7% | 66.3%+26.5pp | 78.2%+14.5pp | 67.7%+25.1pp |
| Annual return | -4.36% | 33.39%-37.8pp | 64.84%-69.2pp | 35.67%-40.0pp |
| Employer contribution / active EE | $1,831 | $3,106-41.1% | $4,675-60.8% | $2,757-33.6% |
| Participant deferral / active EE | $3,394 | $3,455-1.8% | $5,631-39.7% | $4,300-21.1% |
| Admin fee / account holder | $25 | $7,994-99.7% | $15,885-99.8% | $6,925-99.6% |