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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 | $26,628 | $127,387-79.1% | $115,038-76.9% | $125,389-78.8% |
| Participation rate | 87.5% | 84.2%+3.3pp | 81.4%+6.1pp | 83.2%+4.3pp |
| Annual return | -9.88% | 31.28%-41.2pp | 26.14%-36.0pp | 282.24%-292.1pp |
| Employer contribution / active EE | $10,487 | $5,166+103.0% | $4,608+127.6% | $4,866+115.5% |
| Participant deferral / active EE | $5,673 | $6,423-11.7% | $6,026-5.9% | $5,352+6.0% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |