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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 | $29,062 | $131,835-78.0% | $108,582-73.2% | $273,972-89.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 1.78% | -91.57%+93.3pp | -51.70%+53.5pp | 41.46%-39.7pp |
| Employer contribution / active EE | $3,338 | $4,913-32.0% | $3,758-11.2% | $4,869-31.4% |
| Participant deferral / active EE | $7,017 | $5,127+36.9% | $4,311+62.8% | $5,287+32.7% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |