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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 | $37,837 | $97,881-61.3% | $80,004-52.7% | $125,389-69.8% |
| Participation rate | 80.0% | 77.9%+2.1pp | 73.0%+7.0pp | 83.2%-3.2pp |
| Annual return | -6.20% | 9.36%-15.6pp | 7.63%-13.8pp | 282.24%-288.4pp |
| Employer contribution / active EE | $944 | $3,128-69.8% | $2,473-61.8% | $4,866-80.6% |
| Participant deferral / active EE | $7,754 | $3,744+107.1% | $3,204+142.0% | $5,352+44.9% |
| Admin fee / account holder | $0 | $6,278-100.0% | $5,033-100.0% | $9,541-100.0% |