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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 | $35,521 | $53,774-33.9% | $134,162-73.5% | $79,856-55.5% |
| Participation rate | 97.6% | 58.8%+38.8pp | 72.2%+25.4pp | 69.6%+28.0pp |
| Annual return | -2.22% | 19.01%-21.2pp | 36.35%-38.6pp | 31.71%-33.9pp |
| Employer contribution / active EE | $3,535 | $1,322+167.5% | $3,705-4.6% | $2,471+43.1% |
| Participant deferral / active EE | $4,137 | $2,420+71.0% | $3,500+18.2% | $3,741+10.6% |
| Admin fee / account holder | $63 | $3,985-98.4% | $6,685-99.1% | $5,306-98.8% |