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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 | $30,830 | $73,848-58.3% | $143,799-78.6% | $68,486-55.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -19.76% | 0.91%-20.7pp | -0.04%-19.7pp | -7.85%-11.9pp |
| Employer contribution / active EE | $1,665 | $3,184-47.7% | $4,952-66.4% | $2,597-35.9% |
| Participant deferral / active EE | $4,435 | $3,385+31.0% | $5,638-21.3% | $4,028+10.1% |
| Admin fee / account holder | $7 | $5,755-99.9% | $14,677-100.0% | $5,404-99.9% |