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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 | $13,904 | $53,546-74.0% | $69,884-80.1% | $68,486-79.7% |
| Participation rate | 72.7% | 64.5%+8.2pp | 70.5%+2.2pp | 67.9%+4.8pp |
| Annual return | -21.20% | -13.87%-7.3pp | 190.81%-212.0pp | -7.85%-13.3pp |
| Employer contribution / active EE | $1,723 | $2,019-14.7% | $2,560-32.7% | $2,597-33.7% |
| Participant deferral / active EE | $2,457 | $2,957-16.9% | $3,848-36.2% | $4,028-39.0% |
| Admin fee / account holder | $244 | $4,693-94.8% | $6,266-96.1% | $5,404-95.5% |