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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 | $22,332 | $73,863-69.8% | $143,797-84.5% | $68,490-67.4% |
| Participation rate | 89.7% | 66.7%+23.1pp | 80.3%+9.4pp | 67.9%+21.8pp |
| Annual return | -22.94% | 0.91%-23.9pp | -0.04%-22.9pp | -7.85%-15.1pp |
| Employer contribution / active EE | $11,893 | $3,185+273.4% | $4,952+140.2% | $2,597+358.0% |
| Participant deferral / active EE | $3,719 | $3,385+9.9% | $5,638-34.0% | $4,028-7.7% |
| Admin fee / account holder | $5 | $5,756-99.9% | $14,679-100.0% | $5,403-99.9% |