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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 | $24,338 | $96,558-74.8% | $80,977-69.9% | $273,972-91.1% |
| Participation rate | 77.3% | 79.1%-1.8pp | 75.8%+1.5pp | 83.0%-5.7pp |
| Annual return | -0.64% | 15.14%-15.8pp | 17.11%-17.7pp | 41.46%-42.1pp |
| Employer contribution / active EE | $3,154 | $4,869-35.2% | $3,715-15.1% | $4,869-35.2% |
| Participant deferral / active EE | $1,620 | $6,598-75.4% | $5,696-71.6% | $5,287-69.4% |
| Admin fee / account holder | $173 | $7,493-97.7% | $5,517-96.9% | $10,133-98.3% |