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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 | $56,532 | $62,583-9.7% | $76,767-26.4% | $64,173-11.9% |
| Participation rate | 86.5% | 72.8%+13.7pp | 77.0%+9.5pp | 69.6%+16.9pp |
| Annual return | -11.11% | -1.95%-9.2pp | 2.43%-13.5pp | 7.63%-18.7pp |
| Employer contribution / active EE | $2,977 | $1,832+62.5% | $2,485+19.8% | $2,381+25.0% |
| Participant deferral / active EE | $5,531 | $3,145+75.9% | $3,852+43.6% | $3,470+59.4% |
| Admin fee / account holder | $289 | $4,667-93.8% | $6,675-95.7% | $4,887-94.1% |