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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 | $28,343 | $73,839-61.6% | $143,788-80.3% | $68,495-58.6% |
| Participation rate | 96.0% | 66.7%+29.3pp | 80.3%+15.7pp | 67.9%+28.1pp |
| Annual return | -20.86% | 1.01%-21.9pp | -0.03%-20.8pp | -7.84%-13.0pp |
| Employer contribution / active EE | $1,421 | $3,184-55.4% | $4,952-71.3% | $2,596-45.3% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $272 | $5,755-95.3% | $14,675-98.1% | $5,403-95.0% |