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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 | $55,358 | $72,177-23.3% | $115,038-51.9% | $59,633-7.2% |
| Participation rate | 97.4% | 72.6%+24.8pp | 81.4%+16.0pp | 68.7%+28.7pp |
| Annual return | -2.93% | 12.02%-14.9pp | 26.14%-29.1pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $4,746 | $2,841+67.0% | $4,608+3.0% | $2,203+115.5% |
| Participant deferral / active EE | $6,296 | $4,783+31.6% | $6,026+4.5% | $3,192+97.3% |
| Admin fee / account holder | $242 | $4,927-95.1% | $8,175-97.0% | $4,297-94.4% |