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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 | $40,827 | $168,635-75.8% | $147,617-72.3% | $125,389-67.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.04% | 77.65%-81.7pp | 61.98%-66.0pp | 282.24%-286.3pp |
| Employer contribution / active EE | $8,024 | $6,252+28.3% | $5,564+44.2% | $4,866+64.9% |
| Participant deferral / active EE | $4,996 | $5,507-9.3% | $4,895+2.1% | $5,352-6.6% |
| Admin fee / account holder | $290 | $13,580-97.9% | $11,612-97.5% | $9,541-97.0% |