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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 | $33,304 | $127,387-73.9% | $115,038-71.0% | $125,389-73.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.74% | 31.28%-35.0pp | 26.14%-29.9pp | 282.24%-286.0pp |
| Employer contribution / active EE | $7,177 | $5,166+38.9% | $4,608+55.7% | $4,866+47.5% |
| Participant deferral / active EE | $6,379 | $6,423-0.7% | $6,026+5.9% | $5,352+19.2% |
| Admin fee / account holder | $70 | $9,516-99.3% | $8,175-99.1% | $9,541-99.3% |