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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 | $75,955 | $201,370-62.3% | $184,256-58.8% | $145,897-47.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.15% | 29.05%-22.9pp | 28.85%-22.7pp | 552.29%-546.1pp |
| Employer contribution / active EE | $10,413 | $7,024+48.2% | $6,427+62.0% | $4,663+123.3% |
| Participant deferral / active EE | $15,250 | $9,808+55.5% | $9,133+67.0% | $6,689+128.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |