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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 | $24,166 | $127,387-81.0% | $115,038-79.0% | $125,389-80.7% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -12.59% | 31.28%-43.9pp | 26.14%-38.7pp | 282.24%-294.8pp |
| Employer contribution / active EE | $3,375 | $5,166-34.7% | $4,608-26.8% | $4,866-30.6% |
| Participant deferral / active EE | $7,364 | $6,423+14.6% | $6,026+22.2% | $5,352+37.6% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |