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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 | $31,324 | $140,592-77.7% | $123,106-74.6% | $125,388-75.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -4.71% | 16.80%-21.5pp | 13.22%-17.9pp | 282.24%-287.0pp |
| Employer contribution / active EE | $8,689 | $6,041+43.8% | $5,151+68.7% | $4,866+78.6% |
| Participant deferral / active EE | $8,452 | $6,980+21.1% | $6,229+35.7% | $5,352+57.9% |
| Admin fee / account holder | $92 | $11,198-99.2% | $9,015-99.0% | $9,541-99.0% |