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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 | $26,413 | $127,387-79.3% | $115,038-77.0% | $125,389-78.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -5.30% | 31.28%-36.6pp | 26.14%-31.4pp | 282.24%-287.5pp |
| Employer contribution / active EE | $2,472 | $5,166-52.1% | $4,608-46.3% | $4,866-49.2% |
| Participant deferral / active EE | $8,077 | $6,423+25.7% | $6,026+34.0% | $5,352+50.9% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |