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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 | $49,651 | $127,387-61.0% | $115,038-56.8% | $125,389-60.4% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -4.84% | 31.28%-36.1pp | 26.14%-31.0pp | 282.24%-287.1pp |
| Employer contribution / active EE | $5,880 | $5,166+13.8% | $4,608+27.6% | $4,866+20.8% |
| Participant deferral / active EE | $13,885 | $6,423+116.2% | $6,026+130.4% | $5,352+159.5% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |