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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 | $50,873 | $56,894-10.6% | $84,753-40.0% | $62,881-19.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -7.51% | 6.30%-13.8pp | 22.78%-30.3pp | 20.14%-27.7pp |
| Employer contribution / active EE | $1,549 | $2,400-35.5% | $3,574-56.7% | $2,281-32.1% |
| Participant deferral / active EE | $2,126 | $2,709-21.5% | $3,712-42.7% | $3,203-33.6% |
| Admin fee / account holder | $266 | $3,581-92.6% | $5,333-95.0% | $4,296-93.8% |