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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 | $20,642 | $93,346-77.9% | $71,796-71.2% | $273,972-92.5% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.1%+10.9pp | 83.0%-3.0pp |
| Annual return | -6.29% | 130.39%-136.7pp | 78.04%-84.3pp | 41.46%-47.7pp |
| Employer contribution / active EE | $2,279 | $2,733-16.6% | $1,924+18.4% | $4,869-53.2% |
| Participant deferral / active EE | $4,832 | $3,475+39.0% | $2,794+72.9% | $5,287-8.6% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |