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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 | $43,157 | $114,119-62.2% | $107,187-59.7% | $138,895-68.9% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 79.9%+5.8pp |
| Annual return | 2.15% | 273.21%-271.1pp | 204.55%-202.4pp | 145.39%-143.2pp |
| Employer contribution / active EE | $2,688 | $4,059-33.8% | $3,782-28.9% | $4,194-35.9% |
| Participant deferral / active EE | $8,423 | $5,538+52.1% | $5,096+65.3% | $6,396+31.7% |
| Admin fee / account holder | $213 | $10,024-97.9% | $9,162-97.7% | $12,562-98.3% |