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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 | $27,663 | $43,338-36.2% | $59,887-53.8% | $64,173-56.9% |
| Participation rate | 92.9% | 69.2%+23.7pp | 74.7%+18.2pp | 69.6%+23.3pp |
| Annual return | -8.98% | -1.55%-7.4pp | 3.46%-12.4pp | 7.63%-16.6pp |
| Employer contribution / active EE | $2,321 | $2,030+14.4% | $2,722-14.7% | $2,381-2.5% |
| Participant deferral / active EE | $1,423 | $2,547-44.1% | $3,402-58.2% | $3,470-59.0% |
| Admin fee / account holder | $59 | $3,007-98.0% | $3,591-98.3% | $4,887-98.8% |