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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 | $31,548 | $76,367-58.7% | $93,614-66.3% | $72,983-56.8% |
| Participation rate | 97.4% | 71.7%+25.6pp | 75.8%+21.5pp | 69.5%+27.9pp |
| Annual return | -8.17% | 25.82%-34.0pp | 32.76%-40.9pp | 81.01%-89.2pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,069-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $6,838-100.0% | $7,889-100.0% | $5,124-100.0% |