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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 | $34,255 | $185,312-81.5% | $161,489-78.8% | $154,746-77.9% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 9.87% | 103.84%-94.0pp | 89.72%-79.8pp | 172.34%-162.5pp |
| Employer contribution / active EE | $14,812 | $4,769+210.6% | $4,268+247.0% | $4,379+238.3% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $196 | $18,654-99.0% | $16,006-98.8% | $14,365-98.6% |