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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 | $26,419 | $59,813-55.8% | $79,580-66.8% | $68,486-61.4% |
| Participation rate | 89.1% | 61.1%+28.1pp | 69.5%+19.6pp | 67.9%+21.2pp |
| Annual return | -25.17% | -12.30%-12.9pp | 0.15%-25.3pp | -7.85%-17.3pp |
| Employer contribution / active EE | $1,855 | $1,505+23.3% | $2,413-23.1% | $2,597-28.5% |
| Participant deferral / active EE | $3,861 | $3,024+27.6% | $3,985-3.1% | $4,028-4.1% |
| Admin fee / account holder | $259 | $4,835-94.7% | $6,835-96.2% | $5,404-95.2% |