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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 | $79,204 | $127,387-37.8% | $115,038-31.1% | $125,389-36.8% |
| Participation rate | 77.8% | 84.2%-6.4pp | 81.4%-3.6pp | 83.2%-5.4pp |
| Annual return | -9.22% | 31.28%-40.5pp | 26.14%-35.4pp | 282.24%-291.5pp |
| Employer contribution / active EE | $5,059 | $5,166-2.1% | $4,608+9.8% | $4,866+4.0% |
| Participant deferral / active EE | $4,275 | $6,423-33.4% | $6,026-29.1% | $5,352-20.1% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |