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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 | $129,462 | $106,267+21.8% | $96,520+34.1% | $139,456-7.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | -5.75% | 38.45%-44.2pp | 35.72%-41.5pp | 373.45%-379.2pp |
| Employer contribution / active EE | $2,233 | $4,105-45.6% | $3,739-40.3% | $4,753-53.0% |
| Participant deferral / active EE | $10,703 | $5,454+96.2% | $4,879+119.4% | $6,711+59.5% |
| Admin fee / account holder | $20 | $7,882-99.7% | $6,733-99.7% | $11,407-99.8% |