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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 | $68,108 | $45,438+49.9% | $80,004-14.9% | $59,633+14.2% |
| Participation rate | 100.0% | 63.7%+36.3pp | 73.0%+27.0pp | 68.7%+31.3pp |
| Annual return | -2.72% | 5.10%-7.8pp | 7.63%-10.4pp | 2041.40%-2044.1pp |
| Employer contribution / active EE | $1,335 | $1,236+8.0% | $2,473-46.0% | $2,203-39.4% |
| Participant deferral / active EE | $3,831 | $2,231+71.7% | $3,204+19.6% | $3,192+20.0% |
| Admin fee / account holder | $79 | $3,464-97.7% | $5,033-98.4% | $4,297-98.2% |