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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 | $27,790 | $60,349-54.0% | $74,184-62.5% | $62,881-55.8% |
| Participation rate | 81.8% | 72.7%+9.1pp | 76.6%+5.2pp | 69.3%+12.5pp |
| Annual return | -33.54% | 21.38%-54.9pp | 17.74%-51.3pp | 20.14%-53.7pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,031 | $2,856-28.9% | $3,550-42.8% | $3,203-36.6% |
| Admin fee / account holder | $176 | $4,261-95.9% | $5,586-96.8% | $4,296-95.9% |