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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 | $29,426 | $202,440-85.5% | $169,390-82.6% | $139,466-78.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 8.16% | 532.36%-524.2pp | 406.07%-397.9pp | 373.66%-365.5pp |
| Employer contribution / active EE | $6,827 | $4,693+45.5% | $4,013+70.1% | $4,754+43.6% |
| Participant deferral / active EE | $17,962 | $6,940+158.8% | $6,222+188.7% | $6,712+167.6% |
| Admin fee / account holder | $201 | $10,722-98.1% | $9,015-97.8% | $11,409-98.2% |