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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 | $40,786 | $116,167-64.9% | $64,489-36.8% | $137,256-70.3% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | -7.87% | 36.55%-44.4pp | 55.03%-62.9pp | 220.34%-228.2pp |
| Employer contribution / active EE | $1,314 | $2,483-47.1% | $1,523-13.8% | $4,156-68.4% |
| Participant deferral / active EE | $5,188 | $4,215+23.1% | $2,778+86.8% | $6,407-19.0% |
| Admin fee / account holder | $19 | $6,188-99.7% | $4,260-99.6% | $12,270-99.8% |