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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 | $13,004 | $42,910-69.7% | $60,919-78.7% | $68,490-81.0% |
| Participation rate | 83.3% | 66.8%+16.6pp | 73.1%+10.2pp | 67.9%+15.4pp |
| Annual return | -20.10% | -13.99%-6.1pp | 16.96%-37.1pp | -7.85%-12.3pp |
| Employer contribution / active EE | $958 | $1,978-51.6% | $2,704-64.6% | $2,597-63.1% |
| Participant deferral / active EE | $1,044 | $2,866-63.6% | $3,814-72.6% | $4,028-74.1% |
| Admin fee / account holder | $156 | $3,104-95.0% | $3,228-95.2% | $5,403-97.1% |