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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 | $64,200 | $99,345-35.4% | $84,753-24.2% | $273,972-76.6% |
| Participation rate | 72.7% | 80.7%-8.0pp | 76.6%-3.9pp | 83.0%-10.3pp |
| Annual return | -2.56% | 22.93%-25.5pp | 22.78%-25.3pp | 41.46%-44.0pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,790 | $4,270-58.1% | $3,712-51.8% | $5,287-66.1% |
| Admin fee / account holder | $9 | $6,645-99.9% | $5,333-99.8% | $10,133-99.9% |