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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 | $66,451 | $72,177-7.9% | $115,038-42.2% | $59,633+11.4% |
| Participation rate | 76.9% | 72.6%+4.4pp | 81.4%-4.4pp | 68.7%+8.3pp |
| Annual return | -4.06% | 12.02%-16.1pp | 26.14%-30.2pp | 2041.45%-2045.5pp |
| Employer contribution / active EE | $765 | $2,841-73.1% | $4,608-83.4% | $2,203-65.3% |
| Participant deferral / active EE | $3,738 | $4,783-21.9% | $6,026-38.0% | $3,192+17.1% |
| Admin fee / account holder | $8 | $4,927-99.8% | $8,175-99.9% | $4,297-99.8% |