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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 | $19,513 | $43,344-55.0% | $59,899-67.4% | $64,173-69.6% |
| Participation rate | 96.4% | 69.2%+27.3pp | 74.7%+21.7pp | 69.6%+26.9pp |
| Annual return | -7.79% | -1.55%-6.2pp | 3.46%-11.2pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,392 | $2,030-31.4% | $2,723-48.9% | $2,381-41.5% |
| Participant deferral / active EE | $3,828 | $2,547+50.3% | $3,402+12.5% | $3,470+10.3% |
| Admin fee / account holder | $0 | $3,008-100.0% | $3,592-100.0% | $4,887-100.0% |