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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 | $20,875 | $42,909-51.4% | $60,906-65.7% | $68,486-69.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -19.67% | -13.99%-5.7pp | 16.94%-36.6pp | -7.85%-11.8pp |
| Employer contribution / active EE | $2,682 | $1,979+35.6% | $2,703-0.8% | $2,597+3.3% |
| Participant deferral / active EE | $2,066 | $2,866-27.9% | $3,814-45.8% | $4,028-48.7% |
| Admin fee / account holder | $248 | $3,104-92.0% | $3,227-92.3% | $5,404-95.4% |