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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 | $43,167 | $90,486-52.3% | $78,676-45.1% | $273,972-84.2% |
| Participation rate | 92.9% | 76.5%+16.3pp | 73.6%+19.3pp | 83.0%+9.8pp |
| Annual return | -7.64% | 75.62%-83.3pp | 62.19%-69.8pp | 41.46%-49.1pp |
| Employer contribution / active EE | $3,153 | $3,175-0.7% | $2,850+10.6% | $4,869-35.2% |
| Participant deferral / active EE | $3,153 | $3,901-19.2% | $3,517-10.3% | $5,287-40.4% |
| Admin fee / account holder | $17 | $5,263-99.7% | $4,510-99.6% | $10,133-99.8% |