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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 | $67,227 | $72,177-6.9% | $115,038-41.6% | $59,633+12.7% |
| Participation rate | 96.8% | 72.6%+24.3pp | 81.4%+15.5pp | 68.7%+28.2pp |
| Annual return | -2.92% | 12.02%-14.9pp | 26.14%-29.1pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $2,271 | $2,841-20.1% | $4,608-50.7% | $2,203+3.1% |
| Participant deferral / active EE | $5,403 | $4,783+13.0% | $6,026-10.3% | $3,192+69.3% |
| Admin fee / account holder | $174 | $4,927-96.5% | $8,175-97.9% | $4,297-95.9% |