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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 | $47,573 | $73,009-34.8% | $90,760-47.6% | $68,486-30.5% |
| Participation rate | 71.1% | 70.8%+0.3pp | 75.7%-4.6pp | 67.9%+3.2pp |
| Annual return | -19.92% | -13.81%-6.1pp | -12.16%-7.8pp | -7.85%-12.1pp |
| Employer contribution / active EE | $4,591 | $2,193+109.4% | $2,922+57.1% | $2,597+76.8% |
| Participant deferral / active EE | $9,369 | $3,626+158.4% | $4,565+105.2% | $4,028+132.6% |
| Admin fee / account holder | $170 | $5,896-97.1% | $8,444-98.0% | $5,404-96.9% |