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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 | $20,559 | $53,162-61.3% | $91,227-77.5% | $68,490-70.0% |
| Participation rate | 76.9% | 63.2%+13.7pp | 73.2%+3.7pp | 67.9%+9.0pp |
| Annual return | -21.74% | -3.14%-18.6pp | 114.14%-135.9pp | -7.85%-13.9pp |
| Employer contribution / active EE | $1,318 | $1,709-22.9% | $2,851-53.8% | $2,597-49.2% |
| Participant deferral / active EE | $8,053 | $2,974+170.8% | $4,234+90.2% | $4,028+99.9% |
| Admin fee / account holder | $218 | $4,493-95.2% | $5,423-96.0% | $5,403-96.0% |