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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 | $22,736 | $127,386-82.2% | $115,037-80.2% | $125,388-81.9% |
| Participation rate | 91.7% | 84.2%+7.5pp | 81.4%+10.3pp | 83.2%+8.5pp |
| Annual return | -6.72% | 31.28%-38.0pp | 26.14%-32.9pp | 282.24%-289.0pp |
| Employer contribution / active EE | $3,697 | $5,166-28.4% | $4,608-19.8% | $4,866-24.0% |
| Participant deferral / active EE | $7,278 | $6,423+13.3% | $6,026+20.8% | $5,352+36.0% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |