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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 | $77,982 | $64,311+21.3% | $57,356+36.0% | $125,389-37.8% |
| Participation rate | 85.7% | 78.6%+7.1pp | 75.1%+10.6pp | 83.2%+2.5pp |
| Annual return | -5.43% | 25.14%-30.6pp | 24.41%-29.8pp | 282.24%-287.7pp |
| Employer contribution / active EE | $34,280 | $3,193+973.7% | $2,689+1175.0% | $4,866+604.5% |
| Participant deferral / active EE | $12,489 | $3,846+224.7% | $3,162+295.0% | $5,352+133.4% |
| Admin fee / account holder | $0 | $5,243-100.0% | $3,357-100.0% | $9,541-100.0% |