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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 | $38,356 | $127,387-69.9% | $115,038-66.7% | $125,389-69.4% |
| Participation rate | 71.4% | 84.2%-12.7pp | 81.4%-9.9pp | 83.2%-11.8pp |
| Annual return | -6.09% | 31.28%-37.4pp | 26.14%-32.2pp | 282.24%-288.3pp |
| Employer contribution / active EE | $1,746 | $5,166-66.2% | $4,608-62.1% | $4,866-64.1% |
| Participant deferral / active EE | $4,345 | $6,423-32.4% | $6,026-27.9% | $5,352-18.8% |
| Admin fee / account holder | $218 | $9,516-97.7% | $8,175-97.3% | $9,541-97.7% |