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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 | $19,873 | $45,438-56.3% | $80,004-75.2% | $59,633-66.7% |
| Participation rate | 93.8% | 63.7%+30.0pp | 73.0%+20.7pp | 68.7%+25.1pp |
| Annual return | -4.04% | 5.10%-9.1pp | 7.63%-11.7pp | 2041.40%-2045.4pp |
| Employer contribution / active EE | $2,567 | $1,236+107.7% | $2,473+3.8% | $2,203+16.5% |
| Participant deferral / active EE | $2,527 | $2,231+13.3% | $3,204-21.1% | $3,192-20.8% |
| Admin fee / account holder | $275 | $3,464-92.1% | $5,033-94.5% | $4,297-93.6% |