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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 | $21,940 | $127,387-82.8% | $115,038-80.9% | $125,389-82.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -4.53% | 31.28%-35.8pp | 26.14%-30.7pp | 282.24%-286.8pp |
| Employer contribution / active EE | $1,726 | $5,166-66.6% | $4,608-62.5% | $4,866-64.5% |
| Participant deferral / active EE | $3,140 | $6,423-51.1% | $6,026-47.9% | $5,352-41.3% |
| Admin fee / account holder | $264 | $9,516-97.2% | $8,175-96.8% | $9,541-97.2% |