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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 | $27,773 | $113,941-75.6% | $94,229-70.5% | $125,389-77.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -3.77% | 5.29%-9.1pp | 10.68%-14.5pp | 282.24%-286.0pp |
| Employer contribution / active EE | $3,080 | $4,727-34.8% | $3,587-14.1% | $4,866-36.7% |
| Participant deferral / active EE | $8,642 | $5,179+66.9% | $4,320+100.0% | $5,352+61.5% |
| Admin fee / account holder | $279 | $8,392-96.7% | $6,269-95.6% | $9,541-97.1% |