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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 | $42,724 | $175,231-75.6% | $149,696-71.5% | $139,466-69.4% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 6.27% | 166.77%-160.5pp | 134.46%-128.2pp | 373.66%-367.4pp |
| Employer contribution / active EE | $2,070 | $5,478-62.2% | $4,821-57.1% | $4,754-56.5% |
| Participant deferral / active EE | $11,250 | $6,521+72.5% | $5,682+98.0% | $6,712+67.6% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |