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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 | $27,688 | $65,685-57.8% | $57,183-51.6% | $273,970-89.9% |
| Participation rate | 80.0% | 78.3%+1.7pp | 75.3%+4.7pp | 83.0%-3.0pp |
| Annual return | -7.64% | 21.99%-29.6pp | 14.59%-22.2pp | 41.46%-49.1pp |
| Employer contribution / active EE | $1,690 | $3,279-48.5% | $2,682-37.0% | $4,869-65.3% |
| Participant deferral / active EE | $5,423 | $3,781+43.4% | $3,096+75.2% | $5,287+2.6% |
| Admin fee / account holder | $19 | $4,835-99.6% | $3,139-99.4% | $10,132-99.8% |