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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 | $38,642 | $81,840-52.8% | $63,412-39.1% | $125,388-69.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 67.1%+32.9pp | 83.2%+16.8pp |
| Annual return | -4.35% | -0.10%-4.2pp | 4.04%-8.4pp | 282.24%-286.6pp |
| Employer contribution / active EE | $2,332 | $2,377-1.9% | $1,814+28.6% | $4,866-52.1% |
| Participant deferral / active EE | $3,091 | $3,064+0.9% | $2,496+23.9% | $5,352-42.2% |
| Admin fee / account holder | $276 | $4,951-94.4% | $3,753-92.6% | $9,541-97.1% |