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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 | $74,928 | $140,592-46.7% | $123,106-39.1% | $125,388-40.2% |
| Participation rate | 90.5% | 88.2%+2.3pp | 86.8%+3.7pp | 83.2%+7.3pp |
| Annual return | -3.47% | 16.80%-20.3pp | 13.22%-16.7pp | 282.24%-285.7pp |
| Employer contribution / active EE | $2,771 | $6,041-54.1% | $5,151-46.2% | $4,866-43.1% |
| Participant deferral / active EE | $8,731 | $6,980+25.1% | $6,229+40.2% | $5,352+63.1% |
| Admin fee / account holder | $235 | $11,198-97.9% | $9,015-97.4% | $9,541-97.5% |