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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 | $67,535 | $93,346-27.7% | $71,796-5.9% | $273,972-75.3% |
| Participation rate | 85.7% | 76.5%+9.2pp | 69.1%+16.6pp | 83.0%+2.7pp |
| Annual return | -10.61% | 130.39%-141.0pp | 78.04%-88.6pp | 41.46%-52.1pp |
| Employer contribution / active EE | $2,889 | $2,733+5.7% | $1,924+50.1% | $4,869-40.7% |
| Participant deferral / active EE | $4,523 | $3,475+30.2% | $2,794+61.9% | $5,287-14.5% |
| Admin fee / account holder | $196 | $6,571-97.0% | $4,815-95.9% | $10,133-98.1% |