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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 | $48,479 | $64,729-25.1% | $112,263-56.8% | $68,490-29.2% |
| Participation rate | 74.2% | 67.2%+7.0pp | 75.1%-0.9pp | 67.9%+6.3pp |
| Annual return | -19.60% | -11.40%-8.2pp | 27.49%-47.1pp | -7.85%-11.7pp |
| Employer contribution / active EE | $2,372 | $2,746-13.6% | $3,636-34.8% | $2,597-8.6% |
| Participant deferral / active EE | $5,971 | $3,566+67.5% | $4,729+26.3% | $4,028+48.3% |
| Admin fee / account holder | $231 | $5,222-95.6% | $6,410-96.4% | $5,403-95.7% |