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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 | $56,964 | $90,486-37.0% | $78,676-27.6% | $273,972-79.2% |
| Participation rate | 70.0% | 76.5%-6.5pp | 73.6%-3.6pp | 83.0%-13.0pp |
| Annual return | -3.49% | 75.62%-79.1pp | 62.19%-65.7pp | 41.46%-44.9pp |
| Employer contribution / active EE | $1,796 | $3,175-43.4% | $2,850-37.0% | $4,869-63.1% |
| Participant deferral / active EE | $2,309 | $3,901-40.8% | $3,517-34.3% | $5,287-56.3% |
| Admin fee / account holder | $260 | $5,263-95.1% | $4,510-94.2% | $10,133-97.4% |