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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 | $36,588 | $110,337-66.8% | $102,383-64.3% | $145,877-74.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 5.20% | 24.83%-19.6pp | 24.94%-19.7pp | 551.28%-546.1pp |
| Employer contribution / active EE | $8,767 | $4,216+107.9% | $3,870+126.5% | $4,663+88.0% |
| Participant deferral / active EE | $8,940 | $5,621+59.1% | $5,060+76.7% | $6,691+33.6% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |