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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 | $31,441 | $148,582-78.8% | $135,942-76.9% | $139,456-77.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -1.61% | 79.26%-80.9pp | 68.28%-69.9pp | 373.45%-375.1pp |
| Employer contribution / active EE | $4,475 | $5,245-14.7% | $4,858-7.9% | $4,753-5.8% |
| Participant deferral / active EE | $4,475 | $8,101-44.8% | $7,759-42.3% | $6,711-33.3% |
| Admin fee / account holder | $133 | $12,402-98.9% | $10,764-98.8% | $11,407-98.8% |