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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 | $24,958 | $72,177-65.4% | $115,037-78.3% | $59,633-58.1% |
| Participation rate | 80.0% | 72.6%+7.4pp | 81.4%-1.4pp | 68.7%+11.3pp |
| Annual return | -5.63% | 12.02%-17.6pp | 26.14%-31.8pp | 2041.40%-2047.0pp |
| Employer contribution / active EE | $3,809 | $2,841+34.1% | $4,608-17.3% | $2,203+72.9% |
| Participant deferral / active EE | $7,956 | $4,783+66.3% | $6,026+32.0% | $3,192+149.3% |
| Admin fee / account holder | $158 | $4,927-96.8% | $8,175-98.1% | $4,297-96.3% |