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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 | $26,046 | $62,583-58.4% | $76,767-66.1% | $64,173-59.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -8.20% | -1.95%-6.2pp | 2.43%-10.6pp | 7.63%-15.8pp |
| Employer contribution / active EE | $4,073 | $1,832+122.3% | $2,485+63.9% | $2,381+71.1% |
| Participant deferral / active EE | $3,399 | $3,145+8.1% | $3,852-11.8% | $3,470-2.0% |
| Admin fee / account holder | $131 | $4,667-97.2% | $6,675-98.0% | $4,887-97.3% |