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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 | $36,745 | $39,132-6.1% | $57,196-35.8% | $62,881-41.6% |
| Participation rate | 84.2% | 70.5%+13.7pp | 75.3%+8.9pp | 69.3%+14.9pp |
| Annual return | -5.06% | 9.24%-14.3pp | 14.59%-19.7pp | 20.14%-25.2pp |
| Employer contribution / active EE | $481 | $1,874-74.3% | $2,683-82.1% | $2,281-78.9% |
| Participant deferral / active EE | $1,258 | $2,374-47.0% | $3,096-59.4% | $3,203-60.7% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |