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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 | $14,396 | $182,442-92.1% | $163,379-91.2% | $138,895-89.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 2.85% | 72.74%-69.9pp | 63.41%-60.6pp | 145.39%-142.5pp |
| Employer contribution / active EE | $15,078 | $4,159+262.5% | $3,752+301.8% | $4,194+259.5% |
| Participant deferral / active EE | $0 | $6,817-100.0% | $6,282-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $10,396-100.0% | $9,818-100.0% | $12,562-100.0% |