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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 | $24,569 | $92,219-73.4% | $76,767-68.0% | $135,380-81.9% |
| Participation rate | 81.8% | 79.8%+2.0pp | 77.0%+4.9pp | 82.6%-0.8pp |
| Annual return | -9.43% | 5.46%-14.9pp | 2.43%-11.9pp | 519.81%-529.2pp |
| Employer contribution / active EE | $1,612 | $3,216-49.9% | $2,485-35.1% | $4,779-66.3% |
| Participant deferral / active EE | $2,830 | $4,508-37.2% | $3,852-26.5% | $5,609-49.6% |
| Admin fee / account holder | $5 | $10,749-100.0% | $6,675-99.9% | $10,828-100.0% |