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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 | $31,837 | $110,278-71.1% | $95,740-66.7% | $139,466-77.2% |
| Participation rate | 83.3% | 75.7%+7.6pp | 72.3%+11.1pp | 80.3%+3.0pp |
| Annual return | -4.76% | 27.19%-31.9pp | 28.41%-33.2pp | 373.66%-378.4pp |
| Employer contribution / active EE | $4,058 | $3,260+24.5% | $2,836+43.1% | $4,754-14.6% |
| Participant deferral / active EE | $7,348 | $4,674+57.2% | $4,244+73.1% | $6,712+9.5% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,676-100.0% | $11,409-100.0% |