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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 | $42,266 | $90,486-53.3% | $78,676-46.3% | $273,972-84.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -4.84% | 75.62%-80.5pp | 62.19%-67.0pp | 41.46%-46.3pp |
| Employer contribution / active EE | $7,138 | $3,175+124.8% | $2,850+150.5% | $4,869+46.6% |
| Participant deferral / active EE | $18,000 | $3,901+361.4% | $3,517+411.8% | $5,287+240.4% |
| Admin fee / account holder | $130 | $5,263-97.5% | $4,510-97.1% | $10,133-98.7% |