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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 | $58,012 | $223,823-74.1% | $211,142-72.5% | $154,746-62.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 4.19% | 50.39%-46.2pp | 46.84%-42.6pp | 172.34%-168.1pp |
| Employer contribution / active EE | $4,392 | $6,787-35.3% | $6,442-31.8% | $4,379+0.3% |
| Participant deferral / active EE | $20,229 | $9,750+107.5% | $9,284+117.9% | $6,730+200.6% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |