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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 | $29,346 | $52,678-44.3% | $75,784-61.3% | $59,633-50.8% |
| Participation rate | 93.1% | 67.2%+25.9pp | 75.8%+17.3pp | 68.7%+24.4pp |
| Annual return | -4.81% | 2.95%-7.8pp | 9.68%-14.5pp | 2041.40%-2046.2pp |
| Employer contribution / active EE | $2,575 | $2,193+17.4% | $3,323-22.5% | $2,203+16.9% |
| Participant deferral / active EE | $6,315 | $2,591+143.8% | $3,652+72.9% | $3,192+97.9% |
| Admin fee / account holder | $0 | $3,610-100.0% | $5,300-100.0% | $4,297-100.0% |