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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 | $61,199 | $84,518-27.6% | $67,704-9.6% | $125,389-51.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -7.40% | 2.57%-10.0pp | 25.41%-32.8pp | 282.24%-289.6pp |
| Employer contribution / active EE | $1,685 | $3,292-48.8% | $2,559-34.2% | $4,866-65.4% |
| Participant deferral / active EE | $3,424 | $4,430-22.7% | $3,585-4.5% | $5,352-36.0% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,541-100.0% |