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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 | $49,750 | $71,873-30.8% | $86,698-42.6% | $68,490-27.4% |
| Participation rate | 96.7% | 72.2%+24.4pp | 76.6%+20.1pp | 67.9%+28.8pp |
| Annual return | -20.64% | 3.54%-24.2pp | 35.96%-56.6pp | -7.85%-12.8pp |
| Employer contribution / active EE | $5,891 | $2,173+171.0% | $2,837+107.7% | $2,597+126.9% |
| Participant deferral / active EE | $12,493 | $3,779+230.6% | $4,656+168.3% | $4,028+210.2% |
| Admin fee / account holder | $265 | $6,110-95.7% | $7,492-96.5% | $5,403-95.1% |