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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 | $53,102 | $62,583-15.1% | $76,767-30.8% | $64,173-17.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -7.72% | -1.95%-5.8pp | 2.43%-10.1pp | 7.63%-15.4pp |
| Employer contribution / active EE | $3,857 | $1,832+110.5% | $2,485+55.2% | $2,381+62.0% |
| Participant deferral / active EE | $4,803 | $3,145+52.7% | $3,852+24.7% | $3,470+38.4% |
| Admin fee / account holder | $251 | $4,667-94.6% | $6,675-96.2% | $4,887-94.9% |