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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 | $64,420 | $72,404-11.0% | $110,243-41.6% | $64,173+0.4% |
| Participation rate | 82.8% | 73.3%+9.4pp | 79.8%+2.9pp | 69.6%+13.2pp |
| Annual return | -8.13% | -6.29%-1.8pp | 314.76%-322.9pp | 7.63%-15.8pp |
| Employer contribution / active EE | $1,945 | $2,282-14.7% | $3,827-49.2% | $2,381-18.3% |
| Participant deferral / active EE | $3,136 | $3,469-9.6% | $4,672-32.9% | $3,470-9.6% |
| Admin fee / account holder | $51 | $5,664-99.1% | $8,548-99.4% | $4,887-99.0% |