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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 | $32,750 | $168,635-80.6% | $147,617-77.8% | $125,389-73.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -7.83% | 77.65%-85.5pp | 61.98%-69.8pp | 282.24%-290.1pp |
| Employer contribution / active EE | $6,803 | $6,252+8.8% | $5,564+22.3% | $4,866+39.8% |
| Participant deferral / active EE | $3,328 | $5,507-39.6% | $4,895-32.0% | $5,352-37.8% |
| Admin fee / account holder | $136 | $13,580-99.0% | $11,612-98.8% | $9,541-98.6% |