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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 | $85,865 | $217,432-60.5% | $185,851-53.8% | $167,553-48.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 1.60% | 148.43%-146.8pp | 122.11%-120.5pp | 478.89%-477.3pp |
| Employer contribution / active EE | $4,287 | $5,874-27.0% | $5,168-17.1% | $4,840-11.4% |
| Participant deferral / active EE | $7,877 | $6,357+23.9% | $5,569+41.5% | $6,343+24.2% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |