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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 | $95,487 | $127,387-25.0% | $115,038-17.0% | $125,389-23.8% |
| Participation rate | 94.4% | 84.2%+10.3pp | 81.4%+13.1pp | 83.2%+11.3pp |
| Annual return | -5.74% | 31.28%-37.0pp | 26.14%-31.9pp | 282.24%-288.0pp |
| Employer contribution / active EE | $2,489 | $5,166-51.8% | $4,608-46.0% | $4,866-48.9% |
| Participant deferral / active EE | $5,572 | $6,423-13.3% | $6,026-7.5% | $5,352+4.1% |
| Admin fee / account holder | $270 | $9,516-97.2% | $8,175-96.7% | $9,541-97.2% |