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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 | $20,257 | $77,817-74.0% | $123,553-83.6% | $64,173-68.4% |
| Participation rate | 92.6% | 74.7%+17.9pp | 82.3%+10.3pp | 69.6%+23.0pp |
| Annual return | -10.01% | 12.49%-22.5pp | 119.21%-129.2pp | 7.63%-17.6pp |
| Employer contribution / active EE | $6,801 | $3,014+125.6% | $4,628+46.9% | $2,381+185.7% |
| Participant deferral / active EE | $5,302 | $5,240+1.2% | $6,426-17.5% | $3,470+52.8% |
| Admin fee / account holder | $5 | $5,519-99.9% | $9,284-99.9% | $4,887-99.9% |