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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 | $26,524 | $87,546-69.7% | $75,784-65.0% | $125,389-78.8% |
| Participation rate | 84.2% | 80.2%+4.0pp | 75.8%+8.4pp | 83.2%+1.0pp |
| Annual return | -4.02% | 13.49%-17.5pp | 9.68%-13.7pp | 282.24%-286.3pp |
| Employer contribution / active EE | $978 | $3,930-75.1% | $3,323-70.6% | $4,866-79.9% |
| Participant deferral / active EE | $1,413 | $4,230-66.6% | $3,652-61.3% | $5,352-73.6% |
| Admin fee / account holder | $263 | $6,503-96.0% | $5,300-95.0% | $9,541-97.2% |