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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 | $45,765 | $217,432-79.0% | $185,849-75.4% | $167,536-72.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 6.51% | 148.42%-141.9pp | 122.10%-115.6pp | 478.82%-472.3pp |
| Employer contribution / active EE | $3,479 | $5,875-40.8% | $5,169-32.7% | $4,839-28.1% |
| Participant deferral / active EE | $11,402 | $6,357+79.4% | $5,569+104.8% | $6,342+79.8% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |