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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 | $48,905 | $72,273-32.3% | $101,275-51.7% | $79,856-38.8% |
| Participation rate | 97.6% | 68.5%+29.2pp | 75.8%+21.8pp | 69.6%+28.0pp |
| Annual return | -8.52% | 22.30%-30.8pp | 46.48%-55.0pp | 31.71%-40.2pp |
| Employer contribution / active EE | $4,703 | $2,691+74.7% | $3,660+28.5% | $2,471+90.3% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $285 | $4,401-93.5% | $5,948-95.2% | $5,306-94.6% |