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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 | $27,554 | $127,387-78.4% | $115,038-76.0% | $125,389-78.0% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -4.16% | 31.28%-35.4pp | 26.14%-30.3pp | 282.24%-286.4pp |
| Employer contribution / active EE | $1,258 | $5,166-75.6% | $4,608-72.7% | $4,866-74.1% |
| Participant deferral / active EE | $2,576 | $6,423-59.9% | $6,026-57.3% | $5,352-51.9% |
| Admin fee / account holder | $211 | $9,516-97.8% | $8,175-97.4% | $9,541-97.8% |