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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 | $113,360 | $106,247+6.7% | $96,515+17.5% | $139,466-18.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 0.35% | 38.47%-38.1pp | 35.73%-35.4pp | 373.66%-373.3pp |
| Employer contribution / active EE | $2,595 | $4,106-36.8% | $3,740-30.6% | $4,754-45.4% |
| Participant deferral / active EE | $25,000 | $5,456+358.2% | $4,880+412.3% | $6,712+272.5% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |