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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 | $21,501 | $43,730-50.8% | $121,220-82.3% | $64,173-66.5% |
| Participation rate | 75.0% | 58.3%+16.7pp | 71.8%+3.2pp | 69.6%+5.4pp |
| Annual return | -9.92% | 68.94%-78.9pp | 16.94%-26.9pp | 7.63%-17.6pp |
| Employer contribution / active EE | $1,491 | $1,297+15.0% | $4,023-62.9% | $2,381-37.4% |
| Participant deferral / active EE | $2,267 | $2,281-0.6% | $3,345-32.2% | $3,470-34.7% |
| Admin fee / account holder | $186 | $3,502-94.7% | $5,021-96.3% | $4,887-96.2% |