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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 | $72,659 | $228,395-68.2% | $185,861-60.9% | $158,982-54.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 4.21% | 40.82%-36.6pp | 35.96%-31.8pp | 302.99%-298.8pp |
| Employer contribution / active EE | $17,575 | $4,968+253.8% | $4,088+329.9% | $4,763+269.0% |
| Participant deferral / active EE | $19,792 | $6,417+208.4% | $5,634+251.3% | $5,983+230.8% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |