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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 | $92,950 | $90,486+2.7% | $78,676+18.1% | $273,972-66.1% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | -2.35% | 75.62%-78.0pp | 62.19%-64.5pp | 41.46%-43.8pp |
| Employer contribution / active EE | $2,387 | $3,175-24.8% | $2,850-16.3% | $4,869-51.0% |
| Participant deferral / active EE | $4,277 | $3,901+9.6% | $3,517+21.6% | $5,287-19.1% |
| Admin fee / account holder | $25 | $5,263-99.5% | $4,510-99.4% | $10,133-99.8% |