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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 | $52,158 | $127,387-59.1% | $115,038-54.7% | $125,389-58.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -4.98% | 31.28%-36.3pp | 26.14%-31.1pp | 282.24%-287.2pp |
| Employer contribution / active EE | $9,171 | $5,166+77.5% | $4,608+99.0% | $4,866+88.5% |
| Participant deferral / active EE | $4,507 | $6,423-29.8% | $6,026-25.2% | $5,352-15.8% |
| Admin fee / account holder | $188 | $9,516-98.0% | $8,175-97.7% | $9,541-98.0% |