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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 | $23,679 | $127,387-81.4% | $115,038-79.4% | $125,389-81.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -4.16% | 31.28%-35.4pp | 26.14%-30.3pp | 282.24%-286.4pp |
| Employer contribution / active EE | $4,593 | $5,166-11.1% | $4,608-0.3% | $4,866-5.6% |
| Participant deferral / active EE | $10,034 | $6,423+56.2% | $6,026+66.5% | $5,352+87.5% |
| Admin fee / account holder | $26 | $9,516-99.7% | $8,175-99.7% | $9,541-99.7% |