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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 | $54,134 | $167,533-67.7% | $151,645-64.3% | $134,545-59.8% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -24.72% | 7.81%-32.5pp | 3.34%-28.1pp | 418.37%-443.1pp |
| Employer contribution / active EE | $6,696 | $6,828-1.9% | $6,165+8.6% | $4,742+41.2% |
| Participant deferral / active EE | $9,112 | $8,985+1.4% | $8,363+9.0% | $6,401+42.4% |
| Admin fee / account holder | $289 | $13,781-97.9% | $11,614-97.5% | $11,431-97.5% |