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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 | $33,955 | $85,790-60.4% | $67,313-49.6% | $135,380-74.9% |
| Participation rate | 87.5% | 76.5%+11.0pp | 69.1%+18.4pp | 82.6%+4.9pp |
| Annual return | -13.18% | -0.54%-12.6pp | -4.08%-9.1pp | 519.81%-533.0pp |
| Employer contribution / active EE | $3,407 | $3,487-2.3% | $2,566+32.8% | $4,779-28.7% |
| Participant deferral / active EE | $6,712 | $4,651+44.3% | $3,568+88.1% | $5,609+19.7% |
| Admin fee / account holder | $235 | $6,392-96.3% | $4,507-94.8% | $10,828-97.8% |