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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 | $66,600 | $140,592-52.6% | $123,105-45.9% | $125,389-46.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -5.62% | 16.80%-22.4pp | 13.22%-18.8pp | 282.24%-287.9pp |
| Employer contribution / active EE | $3,362 | $6,041-44.3% | $5,151-34.7% | $4,866-30.9% |
| Participant deferral / active EE | $21,295 | $6,980+205.1% | $6,229+241.8% | $5,352+297.9% |
| Admin fee / account holder | $141 | $11,198-98.7% | $9,014-98.4% | $9,541-98.5% |