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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 | $64,274 | $62,589+2.7% | $76,768-16.3% | $64,173+0.2% |
| Participation rate | 81.0% | 72.8%+8.1pp | 77.0%+4.0pp | 69.6%+11.4pp |
| Annual return | -8.69% | -1.95%-6.7pp | 2.43%-11.1pp | 7.63%-16.3pp |
| Employer contribution / active EE | $1,099 | $1,832-40.0% | $2,485-55.8% | $2,381-53.8% |
| Participant deferral / active EE | $2,665 | $3,145-15.2% | $3,852-30.8% | $3,470-23.2% |
| Admin fee / account holder | $186 | $4,667-96.0% | $6,675-97.2% | $4,887-96.2% |