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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 | $17,856 | $45,872-61.1% | $77,100-76.8% | $68,490-73.9% |
| Participation rate | 94.4% | 55.9%+38.5pp | 67.9%+26.5pp | 67.9%+26.5pp |
| Annual return | -21.02% | 1.73%-22.7pp | 42.35%-63.4pp | -7.85%-13.2pp |
| Employer contribution / active EE | $906 | $1,650-45.1% | $2,815-67.8% | $2,597-65.1% |
| Participant deferral / active EE | $2,303 | $2,963-22.3% | $4,430-48.0% | $4,028-42.8% |
| Admin fee / account holder | $6 | $3,041-99.8% | $5,443-99.9% | $5,403-99.9% |