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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 | $43,846 | $65,712-33.3% | $57,196-23.3% | $273,972-84.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -0.57% | 22.01%-22.6pp | 14.59%-15.2pp | 41.46%-42.0pp |
| Employer contribution / active EE | $3,013 | $3,280-8.1% | $2,683+12.3% | $4,869-38.1% |
| Participant deferral / active EE | $2,249 | $3,782-40.5% | $3,096-27.4% | $5,287-57.5% |
| Admin fee / account holder | $246 | $4,838-94.9% | $3,141-92.2% | $10,133-97.6% |