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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 | $60,740 | $88,707-31.5% | $74,184-18.1% | $273,972-77.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -4.42% | 11.94%-16.4pp | 17.74%-22.2pp | 41.46%-45.9pp |
| Employer contribution / active EE | $5,704 | $3,159+80.5% | $2,370+140.6% | $4,869+17.1% |
| Participant deferral / active EE | $3,616 | $4,212-14.1% | $3,550+1.9% | $5,287-31.6% |
| Admin fee / account holder | $114 | $8,717-98.7% | $5,586-98.0% | $10,133-98.9% |