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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 | $103,635 | $127,387-18.6% | $115,038-9.9% | $125,389-17.3% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -4.13% | 31.28%-35.4pp | 26.14%-30.3pp | 282.24%-286.4pp |
| Employer contribution / active EE | $18,268 | $5,166+253.6% | $4,608+296.5% | $4,866+275.4% |
| Participant deferral / active EE | $7,500 | $6,423+16.8% | $6,026+24.5% | $5,352+40.1% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |