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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 | $42,133 | $135,956-69.0% | $123,894-66.0% | $273,972-84.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -0.47% | 56.63%-57.1pp | 47.52%-48.0pp | 41.46%-41.9pp |
| Employer contribution / active EE | $2,700 | $5,170-47.8% | $4,617-41.5% | $4,869-44.5% |
| Participant deferral / active EE | $12,000 | $6,343+89.2% | $5,984+100.5% | $5,287+127.0% |
| Admin fee / account holder | $99 | $9,817-99.0% | $8,357-98.8% | $10,133-99.0% |