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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 | $48,246 | $59,819-19.3% | $79,583-39.4% | $68,490-29.6% |
| Participation rate | 82.8% | 61.1%+21.7pp | 69.5%+13.3pp | 67.9%+14.9pp |
| Annual return | -21.57% | -12.30%-9.3pp | 0.16%-21.7pp | -7.85%-13.7pp |
| Employer contribution / active EE | $3,950 | $1,505+162.4% | $2,414+63.6% | $2,597+52.1% |
| Participant deferral / active EE | $3,346 | $3,025+10.6% | $3,986-16.1% | $4,028-16.9% |
| Admin fee / account holder | $185 | $4,835-96.2% | $6,835-97.3% | $5,403-96.6% |