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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 | $42,112 | $62,589-32.7% | $76,768-45.1% | $64,173-34.4% |
| Participation rate | 80.8% | 72.8%+8.0pp | 77.0%+3.8pp | 69.6%+11.2pp |
| Annual return | -8.34% | -1.95%-6.4pp | 2.43%-10.8pp | 7.63%-16.0pp |
| Employer contribution / active EE | $1,374 | $1,832-25.0% | $2,485-44.7% | $2,381-42.3% |
| Participant deferral / active EE | $2,202 | $3,145-30.0% | $3,852-42.8% | $3,470-36.5% |
| Admin fee / account holder | $0 | $4,667-100.0% | $6,675-100.0% | $4,887-100.0% |