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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 | $42,978 | $77,817-44.8% | $123,553-65.2% | $64,173-33.0% |
| Participation rate | 76.5% | 74.7%+1.8pp | 82.3%-5.8pp | 69.6%+6.9pp |
| Annual return | -8.60% | 12.49%-21.1pp | 119.21%-127.8pp | 7.63%-16.2pp |
| Employer contribution / active EE | $1,958 | $3,014-35.0% | $4,628-57.7% | $2,381-17.8% |
| Participant deferral / active EE | $2,881 | $5,240-45.0% | $6,426-55.2% | $3,470-17.0% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,887-100.0% |