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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 | $18,562 | $59,834-69.0% | $79,576-76.7% | $68,495-72.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -20.30% | -12.30%-8.0pp | 0.15%-20.4pp | -7.84%-12.5pp |
| Employer contribution / active EE | $3,137 | $1,505+108.4% | $2,413+30.0% | $2,596+20.8% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1 | $4,835-100.0% | $6,834-100.0% | $5,403-100.0% |