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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 | $28,232 | $58,587-51.8% | $83,322-66.1% | $64,173-56.0% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -8.79% | 9.65%-18.4pp | 10.64%-19.4pp | 7.63%-16.4pp |
| Employer contribution / active EE | $2,611 | $2,098+24.4% | $3,379-22.7% | $2,381+9.7% |
| Participant deferral / active EE | $5,380 | $4,654+15.6% | $5,565-3.3% | $3,470+55.1% |
| Admin fee / account holder | $73 | $9,279-99.2% | $7,540-99.0% | $4,887-98.5% |