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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 | $67,293 | $97,020-30.6% | $83,322-19.2% | $135,379-50.3% |
| Participation rate | 87.5% | 80.4%+7.1pp | 77.8%+9.7pp | 82.6%+4.9pp |
| Annual return | -12.28% | 12.31%-24.6pp | 10.64%-22.9pp | 519.79%-532.1pp |
| Employer contribution / active EE | $538 | $4,144-87.0% | $3,379-84.1% | $4,779-88.7% |
| Participant deferral / active EE | $3,221 | $5,964-46.0% | $5,565-42.1% | $5,609-42.6% |
| Admin fee / account holder | -$1,771 | $8,426-121.0% | $7,540-123.5% | $10,828-116.4% |