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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 | $60,400 | $56,894+6.2% | $84,753-28.7% | $62,881-3.9% |
| Participation rate | 91.1% | 68.5%+22.6pp | 76.6%+14.5pp | 69.3%+21.8pp |
| Annual return | -2.20% | 6.30%-8.5pp | 22.78%-25.0pp | 20.14%-22.3pp |
| Employer contribution / active EE | $886 | $2,400-63.1% | $3,574-75.2% | $2,281-61.1% |
| Participant deferral / active EE | $2,942 | $2,709+8.6% | $3,712-20.7% | $3,203-8.1% |
| Admin fee / account holder | $298 | $3,581-91.7% | $5,333-94.4% | $4,296-93.1% |