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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 | $34,246 | $56,894-39.8% | $84,753-59.6% | $62,881-45.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -21.11% | 6.30%-27.4pp | 22.78%-43.9pp | 20.14%-41.3pp |
| Employer contribution / active EE | $15,727 | $2,400+555.4% | $3,574+340.0% | $2,281+589.5% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $233 | $3,581-93.5% | $5,333-95.6% | $4,296-94.6% |