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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 | $49,978 | $88,707-43.7% | $74,184-32.6% | $273,972-81.8% |
| Participation rate | 95.0% | 79.4%+15.6pp | 76.6%+18.4pp | 83.0%+12.0pp |
| Annual return | -4.53% | 11.94%-16.5pp | 17.74%-22.3pp | 41.46%-46.0pp |
| Employer contribution / active EE | $1,765 | $3,159-44.1% | $2,370-25.6% | $4,869-63.8% |
| Participant deferral / active EE | $1,765 | $4,212-58.1% | $3,550-50.3% | $5,287-66.6% |
| Admin fee / account holder | $9 | $8,717-99.9% | $5,586-99.8% | $10,133-99.9% |