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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 | $37,990 | $106,115-64.2% | $85,969-55.8% | $125,388-69.7% |
| Participation rate | 92.3% | 84.1%+8.3pp | 76.5%+15.8pp | 83.2%+9.1pp |
| Annual return | -5.65% | 13.93%-19.6pp | 9.32%-15.0pp | 282.24%-287.9pp |
| Employer contribution / active EE | $3,846 | $4,537-15.2% | $3,474+10.7% | $4,866-21.0% |
| Participant deferral / active EE | $0 | $4,859-100.0% | $3,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $60 | $8,144-99.3% | $6,053-99.0% | $9,541-99.4% |