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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 | $34,792 | $99,032-64.9% | $80,022-56.5% | $135,380-74.3% |
| Participation rate | 84.6% | 78.4%+6.3pp | 75.8%+8.8pp | 82.6%+2.0pp |
| Annual return | -9.51% | 15.39%-24.9pp | 11.22%-20.7pp | 519.81%-529.3pp |
| Employer contribution / active EE | $5,749 | $3,043+88.9% | $2,468+133.0% | $4,779+20.3% |
| Participant deferral / active EE | $4,972 | $4,282+16.1% | $3,686+34.9% | $5,609-11.4% |
| Admin fee / account holder | $234 | $10,436-97.8% | $6,521-96.4% | $10,828-97.8% |