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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 | $37,440 | $113,941-67.1% | $94,229-60.3% | $125,389-70.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -3.89% | 5.29%-9.2pp | 10.68%-14.6pp | 282.24%-286.1pp |
| Employer contribution / active EE | $1,434 | $4,727-69.7% | $3,587-60.0% | $4,866-70.5% |
| Participant deferral / active EE | $8,187 | $5,179+58.1% | $4,320+89.5% | $5,352+53.0% |
| Admin fee / account holder | $268 | $8,392-96.8% | $6,269-95.7% | $9,541-97.2% |