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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 | $51,674 | $73,009-29.2% | $90,756-43.1% | $68,495-24.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -28.06% | -13.81%-14.2pp | -12.16%-15.9pp | -7.84%-20.2pp |
| Employer contribution / active EE | $1,678 | $2,193-23.5% | $2,922-42.6% | $2,596-35.4% |
| Participant deferral / active EE | $3,520 | $3,626-2.9% | $4,565-22.9% | $4,028-12.6% |
| Admin fee / account holder | $118 | $5,896-98.0% | $8,445-98.6% | $5,403-97.8% |