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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 | $45,491 | $83,908-45.8% | $68,509-33.6% | $125,389-63.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -6.44% | 14.48%-20.9pp | 8.27%-14.7pp | 282.24%-288.7pp |
| Employer contribution / active EE | $2,166 | $3,031-28.5% | $2,278-4.9% | $4,866-55.5% |
| Participant deferral / active EE | $7,132 | $4,125+72.9% | $3,382+110.9% | $5,352+33.3% |
| Admin fee / account holder | $192 | $8,982-97.9% | $5,275-96.4% | $9,541-98.0% |