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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 | $31,143 | $90,486-65.6% | $78,676-60.4% | $273,972-88.6% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | -4.53% | 75.62%-80.2pp | 62.19%-66.7pp | 41.46%-46.0pp |
| Employer contribution / active EE | $2,231 | $3,175-29.7% | $2,850-21.7% | $4,869-54.2% |
| Participant deferral / active EE | $2,781 | $3,901-28.7% | $3,517-20.9% | $5,287-47.4% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |