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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 | $82,313 | $88,707-7.2% | $74,184+11.0% | $273,972-70.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -1.79% | 11.94%-13.7pp | 17.74%-19.5pp | 41.46%-43.2pp |
| Employer contribution / active EE | $2,864 | $3,159-9.3% | $2,370+20.9% | $4,869-41.2% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $46 | $8,717-99.5% | $5,586-99.2% | $10,133-99.5% |