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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 | $28,610 | $127,387-77.5% | $115,038-75.1% | $125,389-77.2% |
| Participation rate | 88.9% | 84.2%+4.7pp | 81.4%+7.5pp | 83.2%+5.7pp |
| Annual return | -8.25% | 31.28%-39.5pp | 26.14%-34.4pp | 282.24%-290.5pp |
| Employer contribution / active EE | $3,420 | $5,166-33.8% | $4,608-25.8% | $4,866-29.7% |
| Participant deferral / active EE | $9,909 | $6,423+54.3% | $6,026+64.4% | $5,352+85.2% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |