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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 | $34,303 | $168,635-79.7% | $147,617-76.8% | $125,389-72.6% |
| Participation rate | 81.8% | 88.8%-7.0pp | 84.6%-2.8pp | 83.2%-1.4pp |
| Annual return | -3.79% | 77.65%-81.4pp | 61.98%-65.8pp | 282.24%-286.0pp |
| Employer contribution / active EE | $6,455 | $6,252+3.2% | $5,564+16.0% | $4,866+32.6% |
| Participant deferral / active EE | $6,574 | $5,507+19.4% | $4,895+34.3% | $5,352+22.8% |
| Admin fee / account holder | $122 | $13,580-99.1% | $11,612-99.0% | $9,541-98.7% |