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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 | $38,362 | $136,860-72.0% | $120,344-68.1% | $154,746-75.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 0.00% | 21.38%-21.4pp | 20.30%-20.3pp | 172.34%-172.3pp |
| Employer contribution / active EE | $900 | $3,533-74.5% | $3,020-70.2% | $4,379-79.4% |
| Participant deferral / active EE | $6,896 | $5,793+19.0% | $5,135+34.3% | $6,730+2.5% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |