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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 | $45,467 | $101,063-55.0% | $81,473-44.2% | $147,586-69.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 2.87% | 32.41%-29.5pp | 38.78%-35.9pp | 578.59%-575.7pp |
| Employer contribution / active EE | $10,239 | $3,206+219.4% | $2,568+298.7% | $4,876+110.0% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |