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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 | $54,985 | $73,848-25.5% | $143,799-61.8% | $68,486-19.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -22.01% | 0.91%-22.9pp | -0.04%-22.0pp | -7.85%-14.2pp |
| Employer contribution / active EE | $2,829 | $3,184-11.2% | $4,952-42.9% | $2,597+9.0% |
| Participant deferral / active EE | $4,570 | $3,385+35.0% | $5,638-19.0% | $4,028+13.5% |
| Admin fee / account holder | $148 | $5,755-97.4% | $14,677-99.0% | $5,404-97.3% |