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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 | $59,929 | $78,428-23.6% | $95,960-37.5% | $79,852-24.9% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | -12.21% | 19.37%-31.6pp | 91.63%-103.8pp | 31.72%-43.9pp |
| Employer contribution / active EE | $1,606 | $1,945-17.4% | $2,541-36.8% | $2,471-35.0% |
| Participant deferral / active EE | $3,665 | $3,440+6.6% | $4,167-12.0% | $3,740-2.0% |
| Admin fee / account holder | $162 | $5,622-97.1% | $6,797-97.6% | $5,306-96.9% |