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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 | $50,503 | $65,712-23.1% | $57,196-11.7% | $273,972-81.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -2.68% | 22.01%-24.7pp | 14.59%-17.3pp | 41.46%-44.1pp |
| Employer contribution / active EE | $5,000 | $3,280+52.4% | $2,683+86.4% | $4,869+2.7% |
| Participant deferral / active EE | $3,125 | $3,782-17.4% | $3,096+0.9% | $5,287-40.9% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |