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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 | $63,563 | $64,719-1.8% | $112,249-43.4% | $68,486-7.2% |
| Participation rate | 82.0% | 67.2%+14.8pp | 75.1%+6.9pp | 67.9%+14.1pp |
| Annual return | -21.13% | -11.40%-9.7pp | 27.48%-48.6pp | -7.85%-13.3pp |
| Employer contribution / active EE | $3,437 | $2,747+25.1% | $3,636-5.5% | $2,597+32.4% |
| Participant deferral / active EE | $7,992 | $3,565+124.2% | $4,729+69.0% | $4,028+98.4% |
| Admin fee / account holder | $155 | $5,232-97.0% | $6,412-97.6% | $5,404-97.1% |