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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 | $20,773 | $83,908-75.2% | $68,509-69.7% | $125,389-83.4% |
| Participation rate | 77.8% | 78.2%-0.4pp | 74.7%+3.1pp | 83.2%-5.4pp |
| Annual return | -4.49% | 14.48%-19.0pp | 8.27%-12.8pp | 282.24%-286.7pp |
| Employer contribution / active EE | $2,792 | $3,031-7.9% | $2,278+22.6% | $4,866-42.6% |
| Participant deferral / active EE | $2,366 | $4,125-42.6% | $3,382-30.0% | $5,352-55.8% |
| Admin fee / account holder | $191 | $8,982-97.9% | $5,275-96.4% | $9,541-98.0% |