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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 | $55,584 | $127,387-56.4% | $115,038-51.7% | $125,389-55.7% |
| Participation rate | 70.6% | 84.2%-13.6pp | 81.4%-10.8pp | 83.2%-12.6pp |
| Annual return | -5.13% | 31.28%-36.4pp | 26.14%-31.3pp | 282.24%-287.4pp |
| Employer contribution / active EE | $2,378 | $5,166-54.0% | $4,608-48.4% | $4,866-51.1% |
| Participant deferral / active EE | $5,735 | $6,423-10.7% | $6,026-4.8% | $5,352+7.2% |
| Admin fee / account holder | $286 | $9,516-97.0% | $8,175-96.5% | $9,541-97.0% |