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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 | $42,030 | $140,592-70.1% | $123,105-65.9% | $125,389-66.5% |
| Participation rate | 91.7% | 88.2%+3.5pp | 86.8%+4.9pp | 83.2%+8.5pp |
| Annual return | -3.73% | 16.80%-20.5pp | 13.22%-16.9pp | 282.24%-286.0pp |
| Employer contribution / active EE | $4,786 | $6,041-20.8% | $5,151-7.1% | $4,866-1.6% |
| Participant deferral / active EE | $4,854 | $6,980-30.5% | $6,229-22.1% | $5,352-9.3% |
| Admin fee / account holder | $139 | $11,198-98.8% | $9,014-98.5% | $9,541-98.5% |