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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 | $42,573 | $65,703-35.2% | $94,228-54.8% | $59,633-28.6% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -3.56% | 5.22%-8.8pp | 10.68%-14.2pp | 2041.40%-2045.0pp |
| Employer contribution / active EE | $3,256 | $2,021+61.1% | $3,587-9.2% | $2,203+47.8% |
| Participant deferral / active EE | $3,262 | $3,143+3.8% | $4,320-24.5% | $3,192+2.2% |
| Admin fee / account holder | $223 | $4,264-94.8% | $6,269-96.4% | $4,297-94.8% |