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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 | $37,856 | $140,592-73.1% | $123,105-69.2% | $125,389-69.8% |
| Participation rate | 87.5% | 88.2%-0.7pp | 86.8%+0.7pp | 83.2%+4.3pp |
| Annual return | -4.41% | 16.80%-21.2pp | 13.22%-17.6pp | 282.24%-286.6pp |
| Employer contribution / active EE | $6,097 | $6,041+0.9% | $5,151+18.4% | $4,866+25.3% |
| Participant deferral / active EE | $8,842 | $6,980+26.7% | $6,229+41.9% | $5,352+65.2% |
| Admin fee / account holder | $240 | $11,198-97.9% | $9,014-97.3% | $9,541-97.5% |