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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 | $31,084 | $167,533-81.4% | $151,645-79.5% | $134,545-76.9% |
| Participation rate | 82.4% | 88.4%-6.0pp | 87.5%-5.1pp | 81.2%+1.1pp |
| Annual return | -21.52% | 7.81%-29.3pp | 3.34%-24.9pp | 418.37%-439.9pp |
| Employer contribution / active EE | $1,636 | $6,828-76.0% | $6,165-73.5% | $4,742-65.5% |
| Participant deferral / active EE | $3,650 | $8,985-59.4% | $8,363-56.4% | $6,401-43.0% |
| Admin fee / account holder | $74 | $13,781-99.5% | $11,614-99.4% | $11,431-99.4% |