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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 | $60,314 | $48,076+25.5% | $78,690-23.4% | $62,891-4.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | -8.93% | 31.35%-40.3pp | 62.18%-71.1pp | 20.14%-29.1pp |
| Employer contribution / active EE | $2,360 | $2,015+17.1% | $2,851-17.2% | $2,281+3.5% |
| Participant deferral / active EE | $3,408 | $2,588+31.7% | $3,517-3.1% | $3,203+6.4% |
| Admin fee / account holder | $0 | $3,207-100.0% | $4,511-100.0% | $4,296-100.0% |