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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 | $49,917 | $72,177-30.8% | $115,038-56.6% | $59,633-16.3% |
| Participation rate | 87.5% | 72.6%+14.9pp | 81.4%+6.1pp | 68.7%+18.8pp |
| Annual return | -3.32% | 12.02%-15.3pp | 26.14%-29.5pp | 2041.45%-2044.8pp |
| Employer contribution / active EE | $6,837 | $2,841+140.6% | $4,608+48.4% | $2,203+210.4% |
| Participant deferral / active EE | $5,649 | $4,783+18.1% | $6,026-6.3% | $3,192+77.0% |
| Admin fee / account holder | $267 | $4,927-94.6% | $8,175-96.7% | $4,297-93.8% |