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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 | $45,139 | $52,903-14.7% | $73,309-38.4% | $59,632-24.3% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.9%+25.1pp | 68.7%+31.3pp |
| Annual return | -3.56% | 12.20%-15.8pp | 5.67%-9.2pp | 2041.32%-2044.9pp |
| Employer contribution / active EE | $6,776 | $1,909+255.0% | $3,237+109.3% | $2,203+207.6% |
| Participant deferral / active EE | $5,078 | $4,069+24.8% | $4,991+1.7% | $3,192+59.1% |
| Admin fee / account holder | $0 | $3,834-100.0% | $5,637-100.0% | $4,297-100.0% |