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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 | $22,721 | $73,955-69.3% | $96,520-76.5% | $75,181-69.8% |
| Participation rate | 73.5% | 66.4%+7.1pp | 74.3%-0.8pp | 67.2%+6.3pp |
| Annual return | -6.59% | 26.72%-33.3pp | 35.72%-42.3pp | 160.69%-167.3pp |
| Employer contribution / active EE | $1,217 | $2,930-58.5% | $3,739-67.4% | $2,671-54.4% |
| Participant deferral / active EE | $1,620 | $3,659-55.7% | $4,879-66.8% | $4,126-60.7% |
| Admin fee / account holder | $263 | $5,217-95.0% | $6,733-96.1% | $5,650-95.3% |