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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 | $52,139 | $168,635-69.1% | $147,617-64.7% | $125,389-58.4% |
| Participation rate | 92.3% | 88.8%+3.5pp | 84.6%+7.7pp | 83.2%+9.1pp |
| Annual return | -3.90% | 77.65%-81.6pp | 61.98%-65.9pp | 282.24%-286.1pp |
| Employer contribution / active EE | $2,295 | $6,252-63.3% | $5,564-58.8% | $4,866-52.8% |
| Participant deferral / active EE | $5,293 | $5,507-3.9% | $4,895+8.1% | $5,352-1.1% |
| Admin fee / account holder | $264 | $13,580-98.1% | $11,612-97.7% | $9,541-97.2% |