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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 | $42,740 | $73,848-42.1% | $143,799-70.3% | $68,486-37.6% |
| Participation rate | 92.6% | 66.7%+25.9pp | 80.3%+12.3pp | 67.9%+24.7pp |
| Annual return | -23.97% | 0.91%-24.9pp | -0.04%-23.9pp | -7.85%-16.1pp |
| Employer contribution / active EE | $2,959 | $3,184-7.1% | $4,952-40.3% | $2,597+13.9% |
| Participant deferral / active EE | $9,329 | $3,385+175.6% | $5,638+65.4% | $4,028+131.6% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,677-100.0% | $5,404-100.0% |