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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 | $31,465 | $127,387-75.3% | $115,038-72.6% | $125,389-74.9% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -9.32% | 31.28%-40.6pp | 26.14%-35.5pp | 282.24%-291.6pp |
| Employer contribution / active EE | $9,979 | $5,166+93.2% | $4,608+116.6% | $4,866+105.1% |
| Participant deferral / active EE | $6,269 | $6,423-2.4% | $6,026+4.0% | $5,352+17.1% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |