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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 | $52,182 | $127,387-59.0% | $115,038-54.6% | $125,389-58.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -14.62% | 31.28%-45.9pp | 26.14%-40.8pp | 282.24%-296.9pp |
| Employer contribution / active EE | $5,700 | $5,166+10.3% | $4,608+23.7% | $4,866+17.1% |
| Participant deferral / active EE | $5,994 | $6,423-6.7% | $6,026-0.5% | $5,352+12.0% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |