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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 | $28,577 | $211,946-86.5% | $169,452-83.1% | $135,379-78.9% |
| Participation rate | 90.9% | 82.6%+8.3pp | 77.8%+13.1pp | 82.6%+8.3pp |
| Annual return | -9.32% | 3.26%-12.6pp | 1.83%-11.2pp | 519.79%-529.1pp |
| Employer contribution / active EE | $2,275 | $5,117-55.5% | $4,157-45.3% | $4,779-52.4% |
| Participant deferral / active EE | $4,456 | $6,075-26.7% | $5,277-15.6% | $5,609-20.5% |
| Admin fee / account holder | $187 | $11,472-98.4% | $9,110-98.0% | $10,828-98.3% |