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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 | $35,031 | $73,009-52.0% | $90,760-61.4% | $68,486-48.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -22.21% | -13.81%-8.4pp | -12.16%-10.0pp | -7.85%-14.4pp |
| Employer contribution / active EE | $1,333 | $2,193-39.2% | $2,922-54.4% | $2,597-48.7% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $235 | $5,896-96.0% | $8,444-97.2% | $5,404-95.6% |