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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 | $28,343 | $72,177-60.7% | $115,037-75.4% | $59,633-52.5% |
| Participation rate | 73.9% | 72.6%+1.4pp | 81.4%-7.5pp | 68.7%+5.2pp |
| Annual return | -2.71% | 12.02%-14.7pp | 26.14%-28.8pp | 2041.40%-2044.1pp |
| Employer contribution / active EE | $457 | $2,841-83.9% | $4,608-90.1% | $2,203-79.3% |
| Participant deferral / active EE | $2,702 | $4,783-43.5% | $6,026-55.2% | $3,192-15.3% |
| Admin fee / account holder | $24 | $4,927-99.5% | $8,175-99.7% | $4,297-99.4% |