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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 | $201,259-62.3% | $184,200-58.8% | $145,959-48.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.15% | 28.98%-22.8pp | 28.80%-22.6pp | 561.95%-555.8pp |
| Employer contribution / active EE | $10,413 | $7,018+48.4% | $6,424+62.1% | $4,661+123.4% |
| Participant deferral / active EE | $15,250 | $9,806+55.5% | $9,132+67.0% | $6,689+128.0% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |