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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 | $38,327 | $67,606-43.3% | $82,313-53.4% | $70,124-45.3% |
| Participation rate | 97.6% | 72.8%+24.8pp | 76.9%+20.7pp | 69.5%+28.1pp |
| Annual return | -16.59% | 21.57%-38.2pp | 25.88%-42.5pp | 73.14%-89.7pp |
| Employer contribution / active EE | $419 | $1,755-76.1% | $2,428-82.8% | $2,342-82.1% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6 | $4,512-99.9% | $5,608-99.9% | $4,645-99.9% |