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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 | $52,826 | $50,958+3.7% | $74,552-29.1% | $64,181-17.7% |
| Participation rate | 75.7% | 61.1%+14.6pp | 69.1%+6.5pp | 69.6%+6.1pp |
| Annual return | -10.01% | -1.86%-8.2pp | 32.53%-42.5pp | 7.63%-17.6pp |
| Employer contribution / active EE | $1,790 | $1,115+60.5% | $1,961-8.7% | $2,381-24.8% |
| Participant deferral / active EE | $4,725 | $2,301+105.3% | $3,108+52.0% | $3,470+36.2% |
| Admin fee / account holder | $0 | $4,223-100.0% | $5,060-100.0% | $4,887-100.0% |