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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 | $36,698 | $168,636-78.2% | $147,617-75.1% | $125,393-70.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -7.96% | 77.65%-85.6pp | 61.98%-69.9pp | 282.23%-290.2pp |
| Employer contribution / active EE | $4,256 | $6,252-31.9% | $5,565-23.5% | $4,866-12.5% |
| Participant deferral / active EE | $5,376 | $5,507-2.4% | $4,895+9.8% | $5,351+0.5% |
| Admin fee / account holder | $278 | $13,580-98.0% | $11,611-97.6% | $9,541-97.1% |