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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 | $43,243 | $73,863-41.5% | $143,797-69.9% | $68,490-36.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -22.43% | 0.91%-23.3pp | -0.04%-22.4pp | -7.85%-14.6pp |
| Employer contribution / active EE | $6,069 | $3,185+90.6% | $4,952+22.6% | $2,597+133.7% |
| Participant deferral / active EE | $3,136 | $3,385-7.3% | $5,638-44.4% | $4,028-22.1% |
| Admin fee / account holder | $3 | $5,756-99.9% | $14,679-100.0% | $5,403-99.9% |