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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 | $31,816 | $62,589-49.2% | $76,768-58.6% | $64,173-50.4% |
| Participation rate | 92.0% | 72.8%+19.2pp | 77.0%+15.0pp | 69.6%+22.4pp |
| Annual return | -8.14% | -1.95%-6.2pp | 2.43%-10.6pp | 7.63%-15.8pp |
| Employer contribution / active EE | $2,475 | $1,832+35.1% | $2,485-0.4% | $2,381+3.9% |
| Participant deferral / active EE | $3,927 | $3,145+24.9% | $3,852+2.0% | $3,470+13.2% |
| Admin fee / account holder | $162 | $4,667-96.5% | $6,675-97.6% | $4,887-96.7% |