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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 | $50,216 | $52,678-4.7% | $75,784-33.7% | $59,633-15.8% |
| Participation rate | 80.0% | 67.2%+12.8pp | 75.8%+4.2pp | 68.7%+11.3pp |
| Annual return | -3.23% | 2.95%-6.2pp | 9.68%-12.9pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $4,168 | $2,193+90.0% | $3,323+25.4% | $2,203+89.2% |
| Participant deferral / active EE | $3,347 | $2,591+29.2% | $3,652-8.3% | $3,192+4.9% |
| Admin fee / account holder | $7 | $3,610-99.8% | $5,300-99.9% | $4,297-99.8% |