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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 | $28,410 | $43,338-34.4% | $59,887-52.6% | $64,173-55.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -8.68% | -1.55%-7.1pp | 3.46%-12.1pp | 7.63%-16.3pp |
| Employer contribution / active EE | $3,223 | $2,030+58.8% | $2,722+18.4% | $2,381+35.4% |
| Participant deferral / active EE | $4,606 | $2,547+80.8% | $3,402+35.4% | $3,470+32.8% |
| Admin fee / account holder | $296 | $3,007-90.1% | $3,591-91.8% | $4,887-93.9% |