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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 | $80,808 | $113,941-29.1% | $94,229-14.2% | $125,389-35.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -4.53% | 5.29%-9.8pp | 10.68%-15.2pp | 282.24%-286.8pp |
| Employer contribution / active EE | $15,548 | $4,727+228.9% | $3,587+333.5% | $4,866+219.5% |
| Participant deferral / active EE | $11,257 | $5,179+117.4% | $4,320+160.6% | $5,352+110.3% |
| Admin fee / account holder | $73 | $8,392-99.1% | $6,269-98.8% | $9,541-99.2% |