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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 | $67,346 | $127,387-47.1% | $115,038-41.5% | $125,389-46.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.50% | 31.28%-34.8pp | 26.14%-29.6pp | 282.24%-285.7pp |
| Employer contribution / active EE | $2,089 | $5,166-59.6% | $4,608-54.7% | $4,866-57.1% |
| Participant deferral / active EE | $13,423 | $6,423+109.0% | $6,026+122.7% | $5,352+150.8% |
| Admin fee / account holder | $278 | $9,516-97.1% | $8,175-96.6% | $9,541-97.1% |