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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 | $30,248 | $90,590-66.6% | $90,782-66.7% | $135,380-77.7% |
| Participation rate | 80.0% | 83.7%-3.7pp | 82.7%-2.7pp | 82.6%-2.6pp |
| Annual return | -9.31% | -3.40%-5.9pp | -3.42%-5.9pp | 519.81%-529.1pp |
| Employer contribution / active EE | $1,994 | $4,352-54.2% | $4,105-51.4% | $4,779-58.3% |
| Participant deferral / active EE | $7,073 | $5,407+30.8% | $5,366+31.8% | $5,609+26.1% |
| Admin fee / account holder | $49 | $7,683-99.4% | $5,908-99.2% | $10,828-99.5% |