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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 | $26,310 | $59,839-56.0% | $81,991-67.9% | $79,852-67.1% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.3%+30.7pp | 69.6%+30.4pp |
| Annual return | -9.49% | 17.56%-27.0pp | 41.31%-50.8pp | 31.72%-41.2pp |
| Employer contribution / active EE | $3,162 | $1,713+84.5% | $2,498+26.6% | $2,471+27.9% |
| Participant deferral / active EE | $1,137 | $2,695-57.8% | $3,722-69.4% | $3,740-69.6% |
| Admin fee / account holder | $129 | $4,287-97.0% | $5,665-97.7% | $5,306-97.6% |