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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 | $58,122 | $181,896-68.0% | $156,551-62.9% | $273,972-78.8% |
| Participation rate | 90.9% | 88.4%+2.5pp | 84.0%+6.9pp | 83.0%+7.9pp |
| Annual return | -3.85% | 30.74%-34.6pp | 32.23%-36.1pp | 41.46%-45.3pp |
| Employer contribution / active EE | $2,668 | $6,248-57.3% | $5,501-51.5% | $4,869-45.2% |
| Participant deferral / active EE | $2,745 | $5,550-50.5% | $4,871-43.6% | $5,287-48.1% |
| Admin fee / account holder | $288 | $15,560-98.1% | $13,028-97.8% | $10,133-97.2% |