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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 | $94,007 | $52,379+79.5% | $46,225+103.4% | $273,972-65.7% |
| Participation rate | 94.7% | 84.0%+10.8pp | 79.5%+15.2pp | 83.0%+11.7pp |
| Annual return | -1.63% | 7.23%-8.9pp | 7.57%-9.2pp | 41.46%-43.1pp |
| Employer contribution / active EE | $4,335 | $4,226+2.6% | $3,424+26.6% | $4,869-11.0% |
| Participant deferral / active EE | $2,234 | $4,660-52.1% | $3,776-40.9% | $5,287-57.8% |
| Admin fee / account holder | $61 | $4,652-98.7% | $3,519-98.3% | $10,133-99.4% |