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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 | $37,139 | $105,623-64.8% | $87,502-57.6% | $273,970-86.4% |
| Participation rate | 93.3% | 78.2%+15.1pp | 73.8%+19.5pp | 83.0%+10.3pp |
| Annual return | -5.78% | 12.26%-18.0pp | 12.21%-18.0pp | 41.46%-47.2pp |
| Employer contribution / active EE | $1,846 | $3,141-41.2% | $2,550-27.6% | $4,869-62.1% |
| Participant deferral / active EE | $2,264 | $3,601-37.1% | $3,149-28.1% | $5,287-57.2% |
| Admin fee / account holder | $33 | $4,781-99.3% | $4,221-99.2% | $10,132-99.7% |