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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 | $32,087 | $136,307-76.5% | $106,619-69.9% | $273,972-88.3% |
| Participation rate | 70.0% | 84.8%-14.8pp | 78.0%-8.0pp | 83.0%-13.0pp |
| Annual return | -4.99% | 11.05%-16.0pp | 9.42%-14.4pp | 41.46%-46.4pp |
| Employer contribution / active EE | $1,050 | $5,190-79.8% | $3,947-73.4% | $4,869-78.4% |
| Participant deferral / active EE | $1,465 | $4,969-70.5% | $3,930-62.7% | $5,287-72.3% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |