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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 | $37,804 | $131,835-71.3% | $108,582-65.2% | $273,972-86.2% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.6%+3.8pp | 83.0%+0.3pp |
| Annual return | -2.50% | -91.57%+89.1pp | -51.70%+49.2pp | 41.46%-44.0pp |
| Employer contribution / active EE | $1,772 | $4,913-63.9% | $3,758-52.9% | $4,869-63.6% |
| Participant deferral / active EE | $3,243 | $5,127-36.7% | $4,311-24.8% | $5,287-38.7% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |