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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 | $32,348 | $62,583-48.3% | $76,767-57.9% | $64,173-49.6% |
| Participation rate | 84.4% | 72.8%+11.6pp | 77.0%+7.4pp | 69.6%+14.8pp |
| Annual return | -8.06% | -1.95%-6.1pp | 2.43%-10.5pp | 7.63%-15.7pp |
| Employer contribution / active EE | $3,596 | $1,832+96.3% | $2,485+44.7% | $2,381+51.0% |
| Participant deferral / active EE | $7,483 | $3,145+137.9% | $3,852+94.3% | $3,470+115.7% |
| Admin fee / account holder | $0 | $4,667-100.0% | $6,675-100.0% | $4,887-100.0% |