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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 | $21,775 | $77,817-72.0% | $123,553-82.4% | $64,173-66.1% |
| Participation rate | 70.4% | 74.7%-4.3pp | 82.3%-11.9pp | 69.6%+0.8pp |
| Annual return | -11.16% | 12.49%-23.6pp | 119.21%-130.4pp | 7.63%-18.8pp |
| Employer contribution / active EE | $2,413 | $3,014-20.0% | $4,628-47.9% | $2,381+1.3% |
| Participant deferral / active EE | $3,868 | $5,240-26.2% | $6,426-39.8% | $3,470+11.5% |
| Admin fee / account holder | $144 | $5,519-97.4% | $9,284-98.5% | $4,887-97.1% |