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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 | $62,128 | $93,064-33.2% | $74,577-16.7% | $273,972-77.3% |
| Participation rate | 72.7% | 74.9%-2.2pp | 68.1%+4.6pp | 83.0%-10.3pp |
| Annual return | -2.01% | 26.18%-28.2pp | 20.47%-22.5pp | 41.46%-43.5pp |
| Employer contribution / active EE | $875 | $3,160-72.3% | $2,525-65.3% | $4,869-82.0% |
| Participant deferral / active EE | $1,540 | $4,160-63.0% | $3,458-55.5% | $5,287-70.9% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |