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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 | $49,371 | $87,546-43.6% | $75,784-34.9% | $125,389-60.6% |
| Participation rate | 76.2% | 80.2%-4.0pp | 75.8%+0.4pp | 83.2%-7.0pp |
| Annual return | -8.67% | 13.49%-22.2pp | 9.68%-18.3pp | 282.24%-290.9pp |
| Employer contribution / active EE | $7,395 | $3,930+88.2% | $3,323+122.5% | $4,866+52.0% |
| Participant deferral / active EE | $2,481 | $4,230-41.3% | $3,652-32.0% | $5,352-53.6% |
| Admin fee / account holder | $56 | $6,503-99.1% | $5,300-99.0% | $9,541-99.4% |