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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 | $27,239 | $65,703-58.5% | $94,228-71.1% | $59,633-54.3% |
| Participation rate | 96.3% | 72.1%+24.2pp | 78.8%+17.5pp | 68.7%+27.6pp |
| Annual return | -3.85% | 5.22%-9.1pp | 10.68%-14.5pp | 2041.40%-2045.2pp |
| Employer contribution / active EE | $7,220 | $2,021+257.3% | $3,587+101.3% | $2,203+227.8% |
| Participant deferral / active EE | $4,510 | $3,143+43.5% | $4,320+4.4% | $3,192+41.3% |
| Admin fee / account holder | $169 | $4,264-96.0% | $6,269-97.3% | $4,297-96.1% |