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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 | $15,776 | $73,863-78.6% | $143,797-89.0% | $68,490-77.0% |
| Participation rate | 84.6% | 66.7%+18.0pp | 80.3%+4.3pp | 67.9%+16.7pp |
| Annual return | -19.43% | 0.91%-20.3pp | -0.04%-19.4pp | -7.85%-11.6pp |
| Employer contribution / active EE | $1,062 | $3,185-66.7% | $4,952-78.6% | $2,597-59.1% |
| Participant deferral / active EE | $2,567 | $3,385-24.1% | $5,638-54.5% | $4,028-36.3% |
| Admin fee / account holder | $1 | $5,756-100.0% | $14,679-100.0% | $5,403-100.0% |