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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 | $24,581 | $127,387-80.7% | $115,038-78.6% | $125,389-80.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -5.59% | 31.28%-36.9pp | 26.14%-31.7pp | 282.24%-287.8pp |
| Employer contribution / active EE | $3,078 | $5,166-40.4% | $4,608-33.2% | $4,866-36.7% |
| Participant deferral / active EE | $6,935 | $6,423+8.0% | $6,026+15.1% | $5,352+29.6% |
| Admin fee / account holder | $237 | $9,516-97.5% | $8,175-97.1% | $9,541-97.5% |