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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 | $23,766 | $73,863-67.8% | $143,797-83.5% | $68,490-65.3% |
| Participation rate | 96.2% | 66.7%+29.5pp | 80.3%+15.8pp | 67.9%+28.3pp |
| Annual return | -25.78% | 0.91%-26.7pp | -0.04%-25.7pp | -7.85%-17.9pp |
| Employer contribution / active EE | $3,831 | $3,185+20.3% | $4,952-22.6% | $2,597+47.5% |
| Participant deferral / active EE | $9,836 | $3,385+190.6% | $5,638+74.4% | $4,028+144.2% |
| Admin fee / account holder | $121 | $5,756-97.9% | $14,679-99.2% | $5,403-97.8% |