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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 | $29,671 | $60,352-50.8% | $74,185-60.0% | $62,881-52.8% |
| Participation rate | 72.9% | 72.7%+0.1pp | 76.6%-3.8pp | 69.3%+3.6pp |
| Annual return | -3.81% | 21.37%-25.2pp | 17.74%-21.5pp | 20.14%-23.9pp |
| Employer contribution / active EE | $1,334 | $1,680-20.6% | $2,370-43.7% | $2,281-41.5% |
| Participant deferral / active EE | $2,238 | $2,856-21.6% | $3,550-36.9% | $3,203-30.1% |
| Admin fee / account holder | $220 | $4,261-94.8% | $5,586-96.1% | $4,296-94.9% |