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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 | $11,983 | $73,839-83.8% | $143,788-91.7% | $68,495-82.5% |
| Participation rate | 70.0% | 66.7%+3.3pp | 80.3%-10.3pp | 67.9%+2.1pp |
| Annual return | -22.16% | 1.01%-23.2pp | -0.03%-22.1pp | -7.84%-14.3pp |
| Employer contribution / active EE | $535 | $3,184-83.2% | $4,952-89.2% | $2,596-79.4% |
| Participant deferral / active EE | $1,599 | $3,384-52.8% | $5,638-71.6% | $4,028-60.3% |
| Admin fee / account holder | $271 | $5,755-95.3% | $14,675-98.2% | $5,403-95.0% |