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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 | $34,175 | $168,636-79.7% | $147,618-76.8% | $125,388-72.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -6.93% | 77.65%-84.6pp | 61.98%-68.9pp | 282.24%-289.2pp |
| Employer contribution / active EE | $2,137 | $6,252-65.8% | $5,565-61.6% | $4,866-56.1% |
| Participant deferral / active EE | $6,135 | $5,507+11.4% | $4,895+25.3% | $5,352+14.6% |
| Admin fee / account holder | $280 | $13,580-97.9% | $11,612-97.6% | $9,541-97.1% |