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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 | $86,154 | $181,896-52.6% | $156,551-45.0% | $273,972-68.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -1.81% | 30.74%-32.6pp | 32.23%-34.0pp | 41.46%-43.3pp |
| Employer contribution / active EE | $5,204 | $6,248-16.7% | $5,501-5.4% | $4,869+6.9% |
| Participant deferral / active EE | $5,565 | $5,550+0.3% | $4,871+14.2% | $5,287+5.3% |
| Admin fee / account holder | $162 | $15,560-99.0% | $13,028-98.8% | $10,133-98.4% |