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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 | $77,627 | $81,276-4.5% | $155,574-50.1% | $80,925-4.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | -0.16% | 33.36%-33.5pp | 64.87%-65.0pp | 35.65%-35.8pp |
| Employer contribution / active EE | $6,285 | $3,103+102.5% | $4,676+34.4% | $2,756+128.0% |
| Participant deferral / active EE | $2,298 | $3,453-33.5% | $5,629-59.2% | $4,299-46.5% |
| Admin fee / account holder | $276 | $7,993-96.6% | $15,914-98.3% | $6,940-96.0% |