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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 | $33,427 | $59,813-44.1% | $79,580-58.0% | $68,486-51.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -25.80% | -12.30%-13.5pp | 0.15%-26.0pp | -7.85%-17.9pp |
| Employer contribution / active EE | $2,399 | $1,505+59.4% | $2,413-0.6% | $2,597-7.6% |
| Participant deferral / active EE | $5,811 | $3,024+92.1% | $3,985+45.8% | $4,028+44.3% |
| Admin fee / account holder | $0 | $4,835-100.0% | $6,835-100.0% | $5,404-100.0% |