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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 | $59,038 | $62,589-5.7% | $76,768-23.1% | $64,173-8.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -9.35% | -1.95%-7.4pp | 2.43%-11.8pp | 7.63%-17.0pp |
| Employer contribution / active EE | $7,467 | $1,832+307.6% | $2,485+200.5% | $2,381+213.6% |
| Participant deferral / active EE | $5,997 | $3,145+90.7% | $3,852+55.7% | $3,470+72.8% |
| Admin fee / account holder | $58 | $4,667-98.8% | $6,675-99.1% | $4,887-98.8% |