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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 | $26,651 | $127,387-79.1% | $115,038-76.8% | $125,389-78.7% |
| Participation rate | 86.7% | 84.2%+2.5pp | 81.4%+5.3pp | 83.2%+3.5pp |
| Annual return | -7.11% | 31.28%-38.4pp | 26.14%-33.3pp | 282.24%-289.4pp |
| Employer contribution / active EE | $2,308 | $5,166-55.3% | $4,608-49.9% | $4,866-52.6% |
| Participant deferral / active EE | $6,216 | $6,423-3.2% | $6,026+3.1% | $5,352+16.1% |
| Admin fee / account holder | $59 | $9,516-99.4% | $8,175-99.3% | $9,541-99.4% |