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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 | $19,438 | $56,894-65.8% | $84,753-77.1% | $62,881-69.1% |
| Participation rate | 97.1% | 68.5%+28.5pp | 76.6%+20.5pp | 69.3%+27.8pp |
| Annual return | -4.66% | 6.30%-11.0pp | 22.78%-27.4pp | 20.14%-24.8pp |
| Employer contribution / active EE | $3,381 | $2,400+40.9% | $3,574-5.4% | $2,281+48.2% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $179 | $3,581-95.0% | $5,333-96.6% | $4,296-95.8% |