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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 | $27,616 | $79,961-65.5% | $98,462-72.0% | $75,177-63.3% |
| Participation rate | 93.2% | 70.4%+22.9pp | 75.2%+18.1pp | 67.2%+26.0pp |
| Annual return | -12.22% | 19.75%-32.0pp | 21.17%-33.4pp | 160.75%-173.0pp |
| Employer contribution / active EE | $695 | $2,264-69.3% | $3,049-77.2% | $2,671-74.0% |
| Participant deferral / active EE | $0 | $3,753-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $122 | $6,842-98.2% | $8,875-98.6% | $5,651-97.8% |