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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 | $22,639 | $58,851-61.5% | $115,170-80.3% | $72,975-69.0% |
| Participation rate | 75.0% | 65.5%+9.5pp | 75.9%-0.9pp | 69.5%+5.5pp |
| Annual return | -2.00% | 23.16%-25.2pp | 35.60%-37.6pp | 81.01%-83.0pp |
| Employer contribution / active EE | $745 | $1,798-58.6% | $3,179-76.6% | $2,440-69.5% |
| Participant deferral / active EE | $1,680 | $2,643-36.4% | $4,169-59.7% | $3,608-53.4% |
| Admin fee / account holder | $181 | $6,370-97.2% | $7,089-97.4% | $5,124-96.5% |