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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 | $56,980 | $65,712-13.3% | $57,196-0.4% | $273,972-79.2% |
| Participation rate | 75.0% | 78.3%-3.3pp | 75.3%-0.3pp | 83.0%-8.0pp |
| Annual return | -6.05% | 22.01%-28.1pp | 14.59%-20.6pp | 41.46%-47.5pp |
| Employer contribution / active EE | $5,287 | $3,280+61.2% | $2,683+97.0% | $4,869+8.6% |
| Participant deferral / active EE | $3,925 | $3,782+3.8% | $3,096+26.8% | $5,287-25.8% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |