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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 | $11,962 | $73,848-83.8% | $143,799-91.7% | $68,486-82.5% |
| Participation rate | 90.3% | 66.7%+23.7pp | 80.3%+10.0pp | 67.9%+22.4pp |
| Annual return | -23.20% | 0.91%-24.1pp | -0.04%-23.2pp | -7.85%-15.3pp |
| Employer contribution / active EE | $2,581 | $3,184-18.9% | $4,952-47.9% | $2,597-0.6% |
| Participant deferral / active EE | $4,556 | $3,385+34.6% | $5,638-19.2% | $4,028+13.1% |
| Admin fee / account holder | $92 | $5,755-98.4% | $14,677-99.4% | $5,404-98.3% |