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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 | $20,512 | $86,701-76.3% | $73,309-72.0% | $125,389-83.6% |
| Participation rate | 80.0% | 78.6%+1.4pp | 74.9%+5.1pp | 83.2%-3.2pp |
| Annual return | -5.56% | 2.78%-8.3pp | 5.67%-11.2pp | 282.24%-287.8pp |
| Employer contribution / active EE | $2,985 | $4,152-28.1% | $3,237-7.8% | $4,866-38.7% |
| Participant deferral / active EE | $7,359 | $5,549+32.6% | $4,991+47.4% | $5,352+37.5% |
| Admin fee / account holder | $134 | $7,768-98.3% | $5,635-97.6% | $9,541-98.6% |