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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 | $25,374 | $127,387-80.1% | $115,038-77.9% | $125,389-79.8% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -4.94% | 31.28%-36.2pp | 26.14%-31.1pp | 282.24%-287.2pp |
| Employer contribution / active EE | $2,702 | $5,166-47.7% | $4,608-41.4% | $4,866-44.5% |
| Participant deferral / active EE | $5,324 | $6,423-17.1% | $6,026-11.6% | $5,352-0.5% |
| Admin fee / account holder | $20 | $9,516-99.8% | $8,175-99.8% | $9,541-99.8% |