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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 | $116,246 | $83,485+39.2% | $125,192-7.1% | $72,975+59.3% |
| Participation rate | 96.6% | 73.3%+23.3pp | 79.8%+16.8pp | 69.5%+27.1pp |
| Annual return | -3.22% | 25.77%-29.0pp | 43.79%-47.0pp | 81.01%-84.2pp |
| Employer contribution / active EE | $860 | $2,346-63.3% | $3,866-77.7% | $2,440-64.7% |
| Participant deferral / active EE | $1,791 | $3,586-50.1% | $4,937-63.7% | $3,608-50.4% |
| Admin fee / account holder | -$3,991 | $5,518-172.3% | $9,704-141.1% | $5,124-177.9% |