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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 | $16,573 | $87,546-81.1% | $75,784-78.1% | $125,389-86.8% |
| Participation rate | 88.9% | 80.2%+8.7pp | 75.8%+13.1pp | 83.2%+5.7pp |
| Annual return | -5.54% | 13.49%-19.0pp | 9.68%-15.2pp | 282.24%-287.8pp |
| Employer contribution / active EE | $7,421 | $3,930+88.8% | $3,323+123.3% | $4,866+52.5% |
| Participant deferral / active EE | $6,699 | $4,230+58.4% | $3,652+83.4% | $5,352+25.2% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |