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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 | $27,912 | $73,863-62.2% | $143,797-80.6% | $68,490-59.2% |
| Participation rate | 97.1% | 66.7%+30.4pp | 80.3%+16.7pp | 67.9%+29.2pp |
| Annual return | -21.76% | 0.91%-22.7pp | -0.04%-21.7pp | -7.85%-13.9pp |
| Employer contribution / active EE | $5,967 | $3,185+87.3% | $4,952+20.5% | $2,597+129.8% |
| Participant deferral / active EE | $2,465 | $3,385-27.2% | $5,638-56.3% | $4,028-38.8% |
| Admin fee / account holder | $101 | $5,756-98.3% | $14,679-99.3% | $5,403-98.1% |