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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 | $57,830 | $81,870-29.4% | $119,608-51.7% | $68,495-15.6% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -20.61% | -23.82%+3.2pp | -14.98%-5.6pp | -7.84%-12.8pp |
| Employer contribution / active EE | $2,520 | $2,692-6.4% | $4,232-40.5% | $2,596-3.0% |
| Participant deferral / active EE | $2,798 | $4,148-32.5% | $5,601-50.0% | $4,028-30.5% |
| Admin fee / account holder | $192 | $6,583-97.1% | $10,326-98.1% | $5,403-96.4% |