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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 | $21,719 | $58,587-62.9% | $83,322-73.9% | $64,173-66.2% |
| Participation rate | 82.0% | 72.0%+10.0pp | 77.8%+4.2pp | 69.6%+12.4pp |
| Annual return | -11.32% | 9.65%-21.0pp | 10.64%-22.0pp | 7.63%-19.0pp |
| Employer contribution / active EE | $3,210 | $2,098+53.0% | $3,379-5.0% | $2,381+34.8% |
| Participant deferral / active EE | $7,059 | $4,654+51.7% | $5,565+26.9% | $3,470+103.5% |
| Admin fee / account holder | $168 | $9,279-98.2% | $7,540-97.8% | $4,887-96.6% |