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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 | $56,615 | $45,082+25.6% | $69,464-18.5% | $72,975-22.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | -39.47% | 22.66%-62.1pp | 28.98%-68.4pp | 81.01%-120.5pp |
| Employer contribution / active EE | $1,328 | $2,055-35.4% | $2,779-52.2% | $2,440-45.6% |
| Participant deferral / active EE | $1,328 | $2,604-49.0% | $3,536-62.5% | $3,608-63.2% |
| Admin fee / account holder | $245 | $3,057-92.0% | $3,840-93.6% | $5,124-95.2% |