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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 | $43,535 | $45,872-5.1% | $77,100-43.5% | $68,490-36.4% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -21.72% | 1.73%-23.4pp | 42.35%-64.1pp | -7.85%-13.9pp |
| Employer contribution / active EE | $1,515 | $1,650-8.1% | $2,815-46.2% | $2,597-41.6% |
| Participant deferral / active EE | $1,510 | $2,963-49.0% | $4,430-65.9% | $4,028-62.5% |
| Admin fee / account holder | $233 | $3,041-92.3% | $5,443-95.7% | $5,403-95.7% |