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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 | $85,672 | $127,386-32.7% | $115,037-25.5% | $125,388-31.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.52% | 31.28%-34.8pp | 26.14%-29.7pp | 282.24%-285.8pp |
| Employer contribution / active EE | $21,774 | $5,166+321.5% | $4,608+372.5% | $4,866+347.4% |
| Participant deferral / active EE | $7,569 | $6,423+17.8% | $6,026+25.6% | $5,352+41.4% |
| Admin fee / account holder | $126 | $9,516-98.7% | $8,175-98.5% | $9,541-98.7% |