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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 | $51,231 | $49,280+4.0% | $67,313-23.9% | $64,173-20.2% |
| Participation rate | 93.9% | 60.8%+33.2pp | 69.1%+24.9pp | 69.6%+24.4pp |
| Annual return | -8.29% | -1.39%-6.9pp | -4.08%-4.2pp | 7.63%-15.9pp |
| Employer contribution / active EE | $6,977 | $1,668+318.2% | $2,566+171.9% | $2,381+193.1% |
| Participant deferral / active EE | $5,222 | $2,484+110.2% | $3,568+46.3% | $3,470+50.5% |
| Admin fee / account holder | $246 | $3,863-93.6% | $4,507-94.5% | $4,887-95.0% |