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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 | $66,355 | $197,603-66.4% | $177,827-62.7% | $158,950-58.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 6.06% | 58.76%-52.7pp | 48.32%-42.3pp | 302.91%-296.8pp |
| Employer contribution / active EE | $11,729 | $6,698+75.1% | $5,918+98.2% | $4,762+146.3% |
| Participant deferral / active EE | $6,500 | $8,404-22.7% | $7,713-15.7% | $5,983+8.6% |
| Admin fee / account holder | $0 | $15,402-100.0% | $12,429-100.0% | $11,248-100.0% |