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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 | $47,568 | $140,592-66.2% | $123,106-61.4% | $125,388-62.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -5.31% | 16.80%-22.1pp | 13.22%-18.5pp | 282.24%-287.5pp |
| Employer contribution / active EE | $8,333 | $6,041+37.9% | $5,151+61.8% | $4,866+71.3% |
| Participant deferral / active EE | $8,722 | $6,980+24.9% | $6,229+40.0% | $5,352+63.0% |
| Admin fee / account holder | $17 | $11,198-99.9% | $9,015-99.8% | $9,541-99.8% |