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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 | $21,694 | $87,546-75.2% | $75,784-71.4% | $125,389-82.7% |
| Participation rate | 70.0% | 80.2%-10.2pp | 75.8%-5.8pp | 83.2%-13.2pp |
| Annual return | -5.46% | 13.49%-18.9pp | 9.68%-15.1pp | 282.24%-287.7pp |
| Employer contribution / active EE | $2,099 | $3,930-46.6% | $3,323-36.8% | $4,866-56.9% |
| Participant deferral / active EE | $7,659 | $4,230+81.1% | $3,652+109.7% | $5,352+43.1% |
| Admin fee / account holder | $127 | $6,503-98.0% | $5,300-97.6% | $9,541-98.7% |