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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 | $60,324 | $65,712-8.2% | $57,196+5.5% | $273,972-78.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -0.56% | 22.01%-22.6pp | 14.59%-15.2pp | 41.46%-42.0pp |
| Employer contribution / active EE | $6,613 | $3,280+101.6% | $2,683+146.5% | $4,869+35.8% |
| Participant deferral / active EE | $3,455 | $3,782-8.6% | $3,096+11.6% | $5,287-34.7% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |