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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 | $77,986 | $127,387-38.8% | $115,038-32.2% | $125,389-37.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.49% | 31.28%-34.8pp | 26.14%-29.6pp | 282.24%-285.7pp |
| Employer contribution / active EE | $5,914 | $5,166+14.5% | $4,608+28.3% | $4,866+21.5% |
| Participant deferral / active EE | $6,710 | $6,423+4.5% | $6,026+11.3% | $5,352+25.4% |
| Admin fee / account holder | $45 | $9,516-99.5% | $8,175-99.4% | $9,541-99.5% |