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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 | $25,229 | $127,387-80.2% | $115,038-78.1% | $125,389-79.9% |
| Participation rate | 76.5% | 84.2%-7.7pp | 81.4%-4.9pp | 83.2%-6.7pp |
| Annual return | -3.53% | 31.28%-34.8pp | 26.14%-29.7pp | 282.24%-285.8pp |
| Employer contribution / active EE | $1,941 | $5,166-62.4% | $4,608-57.9% | $4,866-60.1% |
| Participant deferral / active EE | $3,212 | $6,423-50.0% | $6,026-46.7% | $5,352-40.0% |
| Admin fee / account holder | $200 | $9,516-97.9% | $8,175-97.5% | $9,541-97.9% |