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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 | $16,653 | $84,518-80.3% | $67,704-75.4% | $125,389-86.7% |
| Participation rate | 77.8% | 74.8%+3.0pp | 67.5%+10.3pp | 83.2%-5.4pp |
| Annual return | -4.14% | 2.57%-6.7pp | 25.41%-29.5pp | 282.24%-286.4pp |
| Employer contribution / active EE | $647 | $3,292-80.4% | $2,559-74.7% | $4,866-86.7% |
| Participant deferral / active EE | $2,826 | $4,430-36.2% | $3,585-21.2% | $5,352-47.2% |
| Admin fee / account holder | $217 | $5,340-95.9% | $4,255-94.9% | $9,541-97.7% |