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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 | $37,936 | $53,596-29.2% | $90,657-58.2% | $64,173-40.9% |
| Participation rate | 80.0% | 64.5%+15.5pp | 74.0%+6.0pp | 69.6%+10.4pp |
| Annual return | -9.05% | 4.41%-13.5pp | 1.89%-10.9pp | 7.63%-16.7pp |
| Employer contribution / active EE | $2,403 | $1,503+59.9% | $2,532-5.1% | $2,381+0.9% |
| Participant deferral / active EE | $5,608 | $2,459+128.1% | $3,424+63.8% | $3,470+61.6% |
| Admin fee / account holder | $0 | $3,868-100.0% | $4,994-100.0% | $4,887-100.0% |