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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 | $56,330 | $71,873-21.6% | $86,698-35.0% | $68,490-17.8% |
| Participation rate | 92.0% | 72.2%+19.8pp | 76.6%+15.4pp | 67.9%+24.1pp |
| Annual return | -20.60% | 3.54%-24.1pp | 35.96%-56.6pp | -7.85%-12.7pp |
| Employer contribution / active EE | $2,543 | $2,173+17.0% | $2,837-10.3% | $2,597-2.1% |
| Participant deferral / active EE | $6,350 | $3,779+68.0% | $4,656+36.4% | $4,028+57.6% |
| Admin fee / account holder | $3 | $6,110-100.0% | $7,492-100.0% | $5,403-99.9% |