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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 | $39,576 | $77,816-49.1% | $123,552-68.0% | $64,173-38.3% |
| Participation rate | 94.1% | 74.7%+19.4pp | 82.3%+11.8pp | 69.6%+24.5pp |
| Annual return | -11.53% | 12.49%-24.0pp | 119.20%-130.7pp | 7.63%-19.2pp |
| Employer contribution / active EE | $1,661 | $3,014-44.9% | $4,628-64.1% | $2,381-30.2% |
| Participant deferral / active EE | $17,138 | $5,240+227.1% | $6,426+166.7% | $3,470+394.0% |
| Admin fee / account holder | $193 | $5,519-96.5% | $9,285-97.9% | $4,887-96.1% |