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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 | $26,794 | $87,546-69.4% | $75,784-64.6% | $125,389-78.6% |
| Participation rate | 70.0% | 80.2%-10.2pp | 75.8%-5.8pp | 83.2%-13.2pp |
| Annual return | -3.96% | 13.49%-17.4pp | 9.68%-13.6pp | 282.24%-286.2pp |
| Employer contribution / active EE | $2,333 | $3,930-40.6% | $3,323-29.8% | $4,866-52.1% |
| Participant deferral / active EE | $7,761 | $4,230+83.5% | $3,652+112.5% | $5,352+45.0% |
| Admin fee / account holder | $297 | $6,503-95.4% | $5,300-94.4% | $9,541-96.9% |