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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 | $61,082 | $96,956-37.0% | $69,779-12.5% | $273,972-77.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | -2.57% | 12.93%-15.5pp | 12.99%-15.6pp | 41.46%-44.0pp |
| Employer contribution / active EE | $5,723 | $3,316+72.6% | $2,338+144.7% | $4,869+17.5% |
| Participant deferral / active EE | $2,945 | $3,744-21.3% | $2,931+0.5% | $5,287-44.3% |
| Admin fee / account holder | $244 | $7,934-96.9% | $4,381-94.4% | $10,133-97.6% |