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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 | $23,371 | $140,578-83.4% | $100,671-76.8% | $125,389-81.4% |
| Participation rate | 75.0% | 80.4%-5.4pp | 70.7%+4.3pp | 83.2%-8.2pp |
| Annual return | -3.83% | 24.67%-28.5pp | 20.43%-24.3pp | 282.24%-286.1pp |
| Employer contribution / active EE | $3,480 | $5,965-41.7% | $4,012-13.3% | $4,866-28.5% |
| Participant deferral / active EE | $8,580 | $3,981+115.5% | $3,144+172.9% | $5,352+60.3% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,541-100.0% |