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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 | $35,118 | $185,830-81.1% | $170,004-79.3% | $139,427-74.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 7.87% | 60.52%-52.6pp | 53.39%-45.5pp | 373.27%-365.4pp |
| Employer contribution / active EE | $8,827 | $7,591+16.3% | $6,786+30.1% | $4,752+85.8% |
| Participant deferral / active EE | $10,000 | $11,622-14.0% | $10,408-3.9% | $6,711+49.0% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,816-100.0% | $11,404-100.0% |