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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 | $47,252 | $65,712-28.1% | $57,196-17.4% | $273,972-82.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -0.58% | 22.01%-22.6pp | 14.59%-15.2pp | 41.46%-42.0pp |
| Employer contribution / active EE | $5,392 | $3,280+64.4% | $2,683+101.0% | $4,869+10.7% |
| Participant deferral / active EE | $3,025 | $3,782-20.0% | $3,096-2.3% | $5,287-42.8% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |