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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 | $22,361 | $42,909-47.9% | $60,906-63.3% | $68,486-67.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -22.30% | -13.99%-8.3pp | 16.94%-39.2pp | -7.85%-14.4pp |
| Employer contribution / active EE | $611 | $1,979-69.1% | $2,703-77.4% | $2,597-76.5% |
| Participant deferral / active EE | $1,435 | $2,866-49.9% | $3,814-62.4% | $4,028-64.4% |
| Admin fee / account holder | $47 | $3,104-98.5% | $3,227-98.5% | $5,404-99.1% |