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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 | $61,915 | $96,956-36.1% | $69,779-11.3% | $273,972-77.4% |
| Participation rate | 88.9% | 77.1%+11.8pp | 71.8%+17.1pp | 83.0%+5.9pp |
| Annual return | -3.41% | 12.93%-16.3pp | 12.99%-16.4pp | 41.46%-44.9pp |
| Employer contribution / active EE | $8,672 | $3,316+161.5% | $2,338+270.8% | $4,869+78.1% |
| Participant deferral / active EE | $6,069 | $3,744+62.1% | $2,931+107.1% | $5,287+14.8% |
| Admin fee / account holder | $60 | $7,934-99.2% | $4,381-98.6% | $10,133-99.4% |