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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 | $35,034 | $67,411-48.0% | $91,004-61.5% | $70,126-50.0% |
| Participation rate | 89.7% | 71.4%+18.3pp | 75.6%+14.1pp | 69.5%+20.1pp |
| Annual return | 11.60% | -40.16%+51.8pp | 4.60%+7.0pp | 73.15%-61.5pp |
| Employer contribution / active EE | $738 | $1,786-58.7% | $2,456-69.9% | $2,343-68.5% |
| Participant deferral / active EE | $1,697 | $2,823-39.9% | $3,548-52.2% | $3,332-49.1% |
| Admin fee / account holder | $40 | $4,236-99.1% | $5,417-99.3% | $4,645-99.1% |