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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 | $92,649 | $107,809-14.1% | $90,657+2.2% | $135,379-31.6% |
| Participation rate | 71.4% | 78.0%-6.6pp | 74.0%-2.6pp | 82.6%-11.2pp |
| Annual return | -14.49% | -0.90%-13.6pp | 1.89%-16.4pp | 519.79%-534.3pp |
| Employer contribution / active EE | $1,342 | $3,018-55.5% | $2,532-47.0% | $4,779-71.9% |
| Participant deferral / active EE | $1,542 | $3,872-60.2% | $3,424-55.0% | $5,609-72.5% |
| Admin fee / account holder | $32 | $5,931-99.5% | $4,994-99.4% | $10,828-99.7% |