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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 | $95,959 | $64,311+49.2% | $57,356+67.3% | $125,389-23.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -3.94% | 25.14%-29.1pp | 24.41%-28.3pp | 282.24%-286.2pp |
| Employer contribution / active EE | $4,073 | $3,193+27.6% | $2,689+51.5% | $4,866-16.3% |
| Participant deferral / active EE | $8,978 | $3,846+133.4% | $3,162+184.0% | $5,352+67.8% |
| Admin fee / account holder | -$74 | $5,243-101.4% | $3,357-102.2% | $9,541-100.8% |