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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 | $57,919 | $101,063-42.7% | $81,473-28.9% | $147,586-60.8% |
| Participation rate | 88.9% | 74.5%+14.4pp | 68.0%+20.9pp | 82.8%+6.1pp |
| Annual return | -5.91% | 32.41%-38.3pp | 38.78%-44.7pp | 578.59%-584.5pp |
| Employer contribution / active EE | $1,333 | $3,206-58.4% | $2,568-48.1% | $4,876-72.7% |
| Participant deferral / active EE | $877 | $4,242-79.3% | $3,537-75.2% | $5,439-83.9% |
| Admin fee / account holder | $173 | $5,812-97.0% | $4,561-96.2% | $10,886-98.4% |