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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 | $77,026 | $72,404+6.4% | $110,243-30.1% | $64,173+20.0% |
| Participation rate | 72.0% | 73.3%-1.3pp | 79.8%-7.8pp | 69.6%+2.4pp |
| Annual return | -7.89% | -6.29%-1.6pp | 314.76%-322.6pp | 7.63%-15.5pp |
| Employer contribution / active EE | $669 | $2,282-70.7% | $3,827-82.5% | $2,381-71.9% |
| Participant deferral / active EE | $1,921 | $3,469-44.6% | $4,672-58.9% | $3,470-44.6% |
| Admin fee / account holder | $191 | $5,664-96.6% | $8,548-97.8% | $4,887-96.1% |