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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 | $51,770 | $106,280-51.3% | $96,538-46.4% | $139,487-62.9% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | -1.22% | 38.48%-39.7pp | 35.74%-37.0pp | 373.84%-375.1pp |
| Employer contribution / active EE | $2,106 | $4,107-48.7% | $3,740-43.7% | $4,755-55.7% |
| Participant deferral / active EE | $17,149 | $5,457+214.3% | $4,880+251.4% | $6,713+155.5% |
| Admin fee / account holder | $46 | $7,888-99.4% | $6,737-99.3% | $11,407-99.6% |