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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 | $43,489 | $87,546-50.3% | $75,784-42.6% | $125,389-65.3% |
| Participation rate | 88.9% | 80.2%+8.7pp | 75.8%+13.1pp | 83.2%+5.7pp |
| Annual return | -4.98% | 13.49%-18.5pp | 9.68%-14.7pp | 282.24%-287.2pp |
| Employer contribution / active EE | $3,362 | $3,930-14.5% | $3,323+1.2% | $4,866-30.9% |
| Participant deferral / active EE | $7,135 | $4,230+68.7% | $3,652+95.4% | $5,352+33.3% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |