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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 | $25,818 | $73,009-64.6% | $90,760-71.6% | $68,486-62.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -22.93% | -13.81%-9.1pp | -12.16%-10.8pp | -7.85%-15.1pp |
| Employer contribution / active EE | $6,666 | $2,193+204.0% | $2,922+128.2% | $2,597+156.7% |
| Participant deferral / active EE | $2,814 | $3,626-22.4% | $4,565-38.4% | $4,028-30.1% |
| Admin fee / account holder | $140 | $5,896-97.6% | $8,444-98.3% | $5,404-97.4% |