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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 | $99,623 | $127,387-21.8% | $115,038-13.4% | $125,389-20.5% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -6.21% | 31.28%-37.5pp | 26.14%-32.4pp | 282.24%-288.5pp |
| Employer contribution / active EE | $3,927 | $5,166-24.0% | $4,608-14.8% | $4,866-19.3% |
| Participant deferral / active EE | $6,034 | $6,423-6.1% | $6,026+0.1% | $5,352+12.8% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |