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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 | $35,612 | $110,083-67.6% | $151,639-76.5% | $68,486-48.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -20.71% | -10.12%-10.6pp | 3.34%-24.1pp | -7.85%-12.9pp |
| Employer contribution / active EE | $5,173 | $4,470+15.7% | $6,165-16.1% | $2,597+99.2% |
| Participant deferral / active EE | $4,425 | $6,526-32.2% | $8,363-47.1% | $4,028+9.9% |
| Admin fee / account holder | $244 | $7,718-96.8% | $11,613-97.9% | $5,404-95.5% |