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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 | $70,682 | $83,908-15.8% | $68,509+3.2% | $125,389-43.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -3.54% | 14.48%-18.0pp | 8.27%-11.8pp | 282.24%-285.8pp |
| Employer contribution / active EE | $7,364 | $3,031+143.0% | $2,278+223.3% | $4,866+51.3% |
| Participant deferral / active EE | $5,710 | $4,125+38.4% | $3,382+68.8% | $5,352+6.7% |
| Admin fee / account holder | $86 | $8,982-99.0% | $5,275-98.4% | $9,541-99.1% |