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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 | $44,194 | $127,387-65.3% | $115,038-61.6% | $125,389-64.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -4.46% | 31.28%-35.7pp | 26.14%-30.6pp | 282.24%-286.7pp |
| Employer contribution / active EE | $6,937 | $5,166+34.3% | $4,608+50.6% | $4,866+42.6% |
| Participant deferral / active EE | $14,416 | $6,423+124.4% | $6,026+139.2% | $5,352+169.4% |
| Admin fee / account holder | $63 | $9,516-99.3% | $8,175-99.2% | $9,541-99.3% |