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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 | $41,522 | $40,263+3.1% | $57,347-27.6% | $59,632-30.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | -2.70% | 27.50%-30.2pp | 24.40%-27.1pp | 2041.32%-2044.0pp |
| Employer contribution / active EE | $3,344 | $1,922+74.0% | $2,689+24.4% | $2,203+51.8% |
| Participant deferral / active EE | $4,971 | $2,400+107.1% | $3,162+57.2% | $3,192+55.8% |
| Admin fee / account holder | $16 | $2,819-99.4% | $3,356-99.5% | $4,297-99.6% |