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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 | $71,880 | $131,835-45.5% | $108,582-33.8% | $273,972-73.8% |
| Participation rate | 81.8% | 83.5%-1.6pp | 79.6%+2.2pp | 83.0%-1.2pp |
| Annual return | -0.23% | -91.57%+91.3pp | -51.70%+51.5pp | 41.46%-41.7pp |
| Employer contribution / active EE | $2,413 | $4,913-50.9% | $3,758-35.8% | $4,869-50.4% |
| Participant deferral / active EE | $6,440 | $5,127+25.6% | $4,311+49.4% | $5,287+21.8% |
| Admin fee / account holder | $7 | $10,253-99.9% | $7,645-99.9% | $10,133-99.9% |