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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 | $22,741 | $97,881-76.8% | $80,004-71.6% | $125,389-81.9% |
| Participation rate | 84.6% | 77.9%+6.8pp | 73.0%+11.6pp | 83.2%+1.4pp |
| Annual return | -3.94% | 9.36%-13.3pp | 7.63%-11.6pp | 282.24%-286.2pp |
| Employer contribution / active EE | $8,339 | $3,128+166.6% | $2,473+237.3% | $4,866+71.4% |
| Participant deferral / active EE | $4,098 | $3,744+9.4% | $3,204+27.9% | $5,352-23.4% |
| Admin fee / account holder | $0 | $6,278-100.0% | $5,033-100.0% | $9,541-100.0% |