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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 | $19,881 | $73,848-73.1% | $143,799-86.2% | $68,486-71.0% |
| Participation rate | 80.0% | 66.7%+13.3pp | 80.3%-0.3pp | 67.9%+12.1pp |
| Annual return | -21.23% | 0.91%-22.1pp | -0.04%-21.2pp | -7.85%-13.4pp |
| Employer contribution / active EE | $1,824 | $3,184-42.7% | $4,952-63.2% | $2,597-29.7% |
| Participant deferral / active EE | $3,016 | $3,385-10.9% | $5,638-46.5% | $4,028-25.1% |
| Admin fee / account holder | $206 | $5,755-96.4% | $14,677-98.6% | $5,404-96.2% |