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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 | $39,154 | $215,361-81.8% | $171,082-77.1% | $273,972-85.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | -2.06% | 25.14%-27.2pp | 32.56%-34.6pp | 41.46%-43.5pp |
| Employer contribution / active EE | $3,507 | $4,967-29.4% | $4,002-12.4% | $4,869-28.0% |
| Participant deferral / active EE | $3,708 | $5,543-33.1% | $4,797-22.7% | $5,287-29.9% |
| Admin fee / account holder | $17 | $10,846-99.8% | $8,520-99.8% | $10,133-99.8% |