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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 | $40,426 | $72,177-44.0% | $115,037-64.9% | $59,633-32.2% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -11.64% | 12.02%-23.7pp | 26.14%-37.8pp | 2041.40%-2053.0pp |
| Employer contribution / active EE | $2,062 | $2,841-27.4% | $4,608-55.2% | $2,203-6.4% |
| Participant deferral / active EE | $3,723 | $4,783-22.2% | $6,026-38.2% | $3,192+16.6% |
| Admin fee / account holder | $46 | $4,927-99.1% | $8,175-99.4% | $4,297-98.9% |