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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 | $9,608 | $25,979-63.0% | $71,778-86.6% | $68,490-86.0% |
| Participation rate | 77.1% | 54.5%+22.6pp | 62.3%+14.8pp | 67.9%+9.2pp |
| Annual return | -21.49% | -15.10%-6.4pp | 9.15%-30.6pp | -7.85%-13.6pp |
| Employer contribution / active EE | $701 | $900-22.1% | $1,704-58.9% | $2,597-73.0% |
| Participant deferral / active EE | $3,020 | $1,522+98.4% | $2,656+13.7% | $4,028-25.0% |
| Admin fee / account holder | $273 | $2,022-86.5% | $3,974-93.1% | $5,403-95.0% |