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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 | $32,061 | $165,399-80.6% | $149,745-78.6% | $158,982-79.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.65% | 348.34%-341.7pp | 276.72%-270.1pp | 302.99%-296.3pp |
| Employer contribution / active EE | $7,024 | $5,105+37.6% | $4,646+51.2% | $4,763+47.5% |
| Participant deferral / active EE | $9,500 | $7,183+32.3% | $6,843+38.8% | $5,983+58.8% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |