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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 | $68,546 | $104,694-34.5% | $85,709-20.0% | $167,536-59.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 2.63% | 21.45%-18.8pp | 21.49%-18.9pp | 478.82%-476.2pp |
| Employer contribution / active EE | $6,029 | $3,337+80.7% | $2,619+130.2% | $4,839+24.6% |
| Participant deferral / active EE | $11,375 | $4,826+135.7% | $3,924+189.9% | $6,342+79.4% |
| Admin fee / account holder | $0 | $10,035-100.0% | $6,876-100.0% | $12,315-100.0% |