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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 | $27,951 | $211,239-86.8% | $178,528-84.3% | $145,877-80.8% |
| Participation rate | 85.7% | 80.8%+4.9pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | -1.26% | 30.22%-31.5pp | 27.11%-28.4pp | 551.28%-552.5pp |
| Employer contribution / active EE | $12,564 | $4,570+174.9% | $3,950+218.0% | $4,663+169.4% |
| Participant deferral / active EE | $0 | $6,963-100.0% | $6,278-100.0% | $6,691-100.0% |
| Admin fee / account holder | $23 | $12,095-99.8% | $10,419-99.8% | $13,402-99.8% |