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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 | $44,808 | $93,064-51.9% | $74,577-39.9% | $273,972-83.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | -12.51% | 26.18%-38.7pp | 20.47%-33.0pp | 41.46%-54.0pp |
| Employer contribution / active EE | $13,400 | $3,160+324.1% | $2,525+430.7% | $4,869+175.2% |
| Participant deferral / active EE | $2,656 | $4,160-36.2% | $3,458-23.2% | $5,287-49.8% |
| Admin fee / account holder | $261 | $5,273-95.1% | $4,138-93.7% | $10,133-97.4% |