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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 | $10,742 | $48,235-77.7% | $68,803-84.4% | $68,490-84.3% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -21.93% | -12.70%-9.2pp | -6.37%-15.6pp | -7.85%-14.1pp |
| Employer contribution / active EE | $2,052 | $1,829+12.2% | $2,656-22.7% | $2,597-21.0% |
| Participant deferral / active EE | $1,450 | $2,867-49.4% | $3,942-63.2% | $4,028-64.0% |
| Admin fee / account holder | $27 | $4,361-99.4% | $4,936-99.5% | $5,403-99.5% |