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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 | $37,770 | $140,578-73.1% | $100,671-62.5% | $125,389-69.9% |
| Participation rate | 75.0% | 80.4%-5.4pp | 70.7%+4.3pp | 83.2%-8.2pp |
| Annual return | -4.11% | 24.67%-28.8pp | 20.43%-24.5pp | 282.24%-286.3pp |
| Employer contribution / active EE | $7,125 | $5,965+19.4% | $4,012+77.6% | $4,866+46.4% |
| Participant deferral / active EE | $11,250 | $3,981+182.6% | $3,144+257.9% | $5,352+110.2% |
| Admin fee / account holder | $67 | $6,716-99.0% | $4,850-98.6% | $9,541-99.3% |