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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 | $44,421 | $197,637-77.5% | $177,848-75.0% | $158,982-72.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 0.28% | 58.77%-58.5pp | 48.33%-48.0pp | 302.99%-302.7pp |
| Employer contribution / active EE | $7,802 | $6,698+16.5% | $5,919+31.8% | $4,763+63.8% |
| Participant deferral / active EE | $19,500 | $8,405+132.0% | $7,714+152.8% | $5,983+225.9% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |