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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 | $46,450 | $64,719-28.2% | $112,249-58.6% | $68,486-32.2% |
| Participation rate | 70.5% | 67.2%+3.3pp | 75.1%-4.6pp | 67.9%+2.6pp |
| Annual return | -20.37% | -11.40%-9.0pp | 27.48%-47.8pp | -7.85%-12.5pp |
| Employer contribution / active EE | $2,005 | $2,747-27.0% | $3,636-44.8% | $2,597-22.8% |
| Participant deferral / active EE | $3,655 | $3,565+2.5% | $4,729-22.7% | $4,028-9.2% |
| Admin fee / account holder | $298 | $5,232-94.3% | $6,412-95.4% | $5,404-94.5% |