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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 | $25,781 | $87,546-70.6% | $75,784-66.0% | $125,389-79.4% |
| Participation rate | 78.9% | 80.2%-1.2pp | 75.8%+3.1pp | 83.2%-4.2pp |
| Annual return | -4.69% | 13.49%-18.2pp | 9.68%-14.4pp | 282.24%-286.9pp |
| Employer contribution / active EE | $2,815 | $3,930-28.4% | $3,323-15.3% | $4,866-42.1% |
| Participant deferral / active EE | $5,485 | $4,230+29.7% | $3,652+50.2% | $5,352+2.5% |
| Admin fee / account holder | $259 | $6,503-96.0% | $5,300-95.1% | $9,541-97.3% |