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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 | $60,912 | $73,848-17.5% | $143,799-57.6% | $68,486-11.1% |
| Participation rate | 90.3% | 66.7%+23.7pp | 80.3%+10.0pp | 67.9%+22.4pp |
| Annual return | -37.85% | 0.91%-38.8pp | -0.04%-37.8pp | -7.85%-30.0pp |
| Employer contribution / active EE | $2,153 | $3,184-32.4% | $4,952-56.5% | $2,597-17.1% |
| Participant deferral / active EE | $4,234 | $3,385+25.1% | $5,638-24.9% | $4,028+5.1% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,677-100.0% | $5,404-100.0% |