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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 | $23,999 | $127,387-81.2% | $115,038-79.1% | $125,389-80.9% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | -4.61% | 31.28%-35.9pp | 26.14%-30.7pp | 282.24%-286.8pp |
| Employer contribution / active EE | $2,252 | $5,166-56.4% | $4,608-51.1% | $4,866-53.7% |
| Participant deferral / active EE | $4,680 | $6,423-27.1% | $6,026-22.3% | $5,352-12.5% |
| Admin fee / account holder | $41 | $9,516-99.6% | $8,175-99.5% | $9,541-99.6% |