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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 | $48,374 | $153,774-68.5% | $133,979-63.9% | $273,970-82.3% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.1%-7.1pp | 83.0%-3.0pp |
| Annual return | -36.48% | 36.51%-73.0pp | 29.30%-65.8pp | 41.46%-77.9pp |
| Employer contribution / active EE | $2,965 | $6,029-50.8% | $5,211-43.1% | $4,869-39.1% |
| Participant deferral / active EE | $5,335 | $6,958-23.3% | $6,282-15.1% | $5,287+0.9% |
| Admin fee / account holder | $36 | $11,765-99.7% | $9,324-99.6% | $10,132-99.6% |