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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 | $30,050 | $127,387-76.4% | $115,038-73.9% | $125,389-76.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -4.93% | 31.28%-36.2pp | 26.14%-31.1pp | 282.24%-287.2pp |
| Employer contribution / active EE | $13,787 | $5,166+166.9% | $4,608+199.2% | $4,866+183.3% |
| Participant deferral / active EE | $11,465 | $6,423+78.5% | $6,026+90.3% | $5,352+114.2% |
| Admin fee / account holder | $65 | $9,516-99.3% | $8,175-99.2% | $9,541-99.3% |