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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 | $18,686 | $32,037-41.7% | $69,182-73.0% | $62,881-70.3% |
| Participation rate | 89.7% | 43.4%+46.2pp | 55.1%+34.5pp | 69.3%+20.4pp |
| Annual return | -2.36% | 15.16%-17.5pp | -21.93%+19.6pp | 20.14%-22.5pp |
| Employer contribution / active EE | $3,994 | $679+488.0% | $1,206+231.1% | $2,281+75.1% |
| Participant deferral / active EE | $867 | $1,185-26.8% | $1,897-54.3% | $3,203-72.9% |
| Admin fee / account holder | $11 | $2,608-99.6% | $2,697-99.6% | $4,296-99.7% |