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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 | $29,995 | $79,025-62.0% | - | $273,972-89.1% |
| Participation rate | 85.0% | 74.3%+10.7pp | - | 83.0%+2.0pp |
| Annual return | -3.66% | 18.58%-22.2pp | - | 41.46%-45.1pp |
| Employer contribution / active EE | $2,223 | $4,094-45.7% | - | $4,869-54.3% |
| Participant deferral / active EE | $0 | $3,420-100.0% | - | $5,287-100.0% |
| Admin fee / account holder | $0 | $13,337-100.0% | - | $10,133-100.0% |