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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 | $31,095 | $72,404-57.1% | $110,243-71.8% | $64,173-51.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -7.74% | -6.29%-1.5pp | 314.76%-322.5pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,400 | $2,282-38.6% | $3,827-63.4% | $2,381-41.2% |
| Participant deferral / active EE | $2,569 | $3,469-26.0% | $4,672-45.0% | $3,470-26.0% |
| Admin fee / account holder | $111 | $5,664-98.0% | $8,548-98.7% | $4,887-97.7% |