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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 | $30,741 | $64,307-52.2% | $57,349-46.4% | $125,388-75.5% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 83.2%+5.7pp |
| Annual return | -4.45% | 25.14%-29.6pp | 24.40%-28.9pp | 282.24%-286.7pp |
| Employer contribution / active EE | $4,919 | $3,193+54.1% | $2,689+82.9% | $4,866+1.1% |
| Participant deferral / active EE | $11,874 | $3,847+208.7% | $3,162+275.5% | $5,352+121.9% |
| Admin fee / account holder | $91 | $5,242-98.3% | $3,356-97.3% | $9,541-99.1% |