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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 | $54,899 | $73,839-25.7% | $143,788-61.8% | $68,495-19.8% |
| Participation rate | 96.0% | 66.7%+29.3pp | 80.3%+15.7pp | 67.9%+28.1pp |
| Annual return | -20.25% | 1.01%-21.3pp | -0.03%-20.2pp | -7.84%-12.4pp |
| Employer contribution / active EE | $3,000 | $3,184-5.8% | $4,952-39.4% | $2,596+15.5% |
| Participant deferral / active EE | $2,040 | $3,384-39.7% | $5,638-63.8% | $4,028-49.3% |
| Admin fee / account holder | $236 | $5,755-95.9% | $14,675-98.4% | $5,403-95.6% |