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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 | $29,221 | $127,386-77.1% | $115,037-74.6% | $125,388-76.7% |
| Participation rate | 76.9% | 84.2%-7.2pp | 81.4%-4.4pp | 83.2%-6.3pp |
| Annual return | -4.48% | 31.28%-35.8pp | 26.14%-30.6pp | 282.24%-286.7pp |
| Employer contribution / active EE | $3,230 | $5,166-37.5% | $4,608-29.9% | $4,866-33.6% |
| Participant deferral / active EE | $5,682 | $6,423-11.5% | $6,026-5.7% | $5,352+6.2% |
| Admin fee / account holder | $39 | $9,516-99.6% | $8,175-99.5% | $9,541-99.6% |