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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 | $21,513 | $127,387-83.1% | $115,038-81.3% | $125,389-82.8% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -10.95% | 31.28%-42.2pp | 26.14%-37.1pp | 282.24%-293.2pp |
| Employer contribution / active EE | $6,041 | $5,166+16.9% | $4,608+31.1% | $4,866+24.1% |
| Participant deferral / active EE | $8,091 | $6,423+26.0% | $6,026+34.3% | $5,352+51.2% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |