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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 | $39,035 | $168,635-76.9% | $147,617-73.6% | $125,389-68.9% |
| Participation rate | 81.8% | 88.8%-7.0pp | 84.6%-2.8pp | 83.2%-1.4pp |
| Annual return | -8.35% | 77.65%-86.0pp | 61.98%-70.3pp | 282.24%-290.6pp |
| Employer contribution / active EE | $2,942 | $6,252-53.0% | $5,564-47.1% | $4,866-39.5% |
| Participant deferral / active EE | $3,168 | $5,507-42.5% | $4,895-35.3% | $5,352-40.8% |
| Admin fee / account holder | $147 | $13,580-98.9% | $11,612-98.7% | $9,541-98.5% |