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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 | $23,236 | $83,337-72.1% | $67,834-65.7% | $273,972-91.5% |
| Participation rate | 90.0% | 76.4%+13.6pp | 68.8%+21.2pp | 83.0%+7.0pp |
| Annual return | -0.15% | 259.45%-259.6pp | 138.47%-138.6pp | 41.46%-41.6pp |
| Employer contribution / active EE | $8,041 | $3,287+144.6% | $2,403+234.5% | $4,869+65.1% |
| Participant deferral / active EE | $3,310 | $4,088-19.0% | $3,160+4.8% | $5,287-37.4% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |