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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 | $103,402 | $201,372-48.7% | $184,260-43.9% | $145,884-29.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 4.53% | 29.04%-24.5pp | 28.84%-24.3pp | 551.85%-547.3pp |
| Employer contribution / active EE | $13,800 | $7,024+96.5% | $6,427+114.7% | $4,662+196.0% |
| Participant deferral / active EE | $30,500 | $9,808+211.0% | $9,133+234.0% | $6,690+355.9% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |